+443.2%
AEM vs CLBK
+65.5%
+377.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -2.1% | -1.5% | -0.7% | -2.1% |
| 30D | +8.4% | -1.0% | +9.5% | +8.5% |
| 3M | +27.3% | +22.9% | +4.4% | +26.6% |
| 6M | -9.7% | +44.2% | -53.9% | -10.5% |
| YTD | +19.0% | +64.0% | -45.0% | +17.6% |
| 1Y | +31.5% | +65.7% | -34.2% | +30.0% |
| 3Y | +338.7% | +54.1% | +284.6% | +333.5% |
| 5Y | +307.4% | +44.7% | +262.7% | +297.8% |
| All | +443.2% | +65.5% | +377.7% | +407.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded CLBK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling