+343.5%
AEM vs CLBK
+51.6%
+292.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.4% |
| 7D | +3.0% | -1.5% | +4.5% | +3.0% |
| 30D | +12.5% | +6.7% | +5.8% | +12.4% |
| 3M | +26.9% | +21.2% | +5.8% | +26.6% |
| 6M | -9.4% | +42.0% | -51.4% | -9.8% |
| YTD | +20.3% | +63.3% | -43.0% | +19.8% |
| 1Y | +33.8% | +65.4% | -31.6% | +33.5% |
| All | +343.5% | +51.6% | +292.0% | +350.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling