+251.4%
AMZN vs CLBK
+60.9%
+190.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +2.8% | +0.9% | +1.9% | +2.6% |
| 30D | +5.0% | +3.4% | +1.5% | +4.1% |
| 3M | +0.6% | -4.3% | +4.9% | +1.4% |
| 6M | -1.3% | +28.4% | -29.6% | -7.2% |
| YTD | +15.5% | +59.4% | -43.9% | +2.9% |
| 1Y | +12.2% | +64.8% | -52.6% | -0.9% |
| 3Y | +87.0% | +50.6% | +36.4% | +64.9% |
| 5Y | +51.3% | +28.3% | +23.0% | +35.8% |
| All | +251.4% | +60.9% | +190.5% | +206.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling