+761.1%
ASML vs CLBK
+62.9%
+698.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.1% | +5.5% |
| 7D | -0.8% | +1.8% | -2.6% | -1.3% |
| 30D | -14.9% | +5.1% | -20.0% | -16.3% |
| 3M | -13.0% | +5.2% | -18.1% | -14.6% |
| 6M | -4.7% | +28.6% | -33.3% | -12.6% |
| YTD | +42.3% | +61.4% | -19.1% | +20.7% |
| 1Y | +49.7% | +64.7% | -15.0% | +26.0% |
| 3Y | +144.3% | +55.1% | +89.2% | +101.8% |
| 5Y | +86.4% | +28.4% | +58.0% | +56.6% |
| All | +761.1% | +62.9% | +698.2% | +515.8% |
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