+17.8%
AVGO vs CLBK
+73.3%
-55.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +1.2% | -4.2% | -2.9% |
| 30D | -14.4% | +9.1% | -23.6% | -14.2% |
| 3M | -14.4% | +27.7% | -42.1% | -13.9% |
| 6M | +13.1% | +40.8% | -27.7% | +13.4% |
| YTD | +3.8% | +66.4% | -62.6% | +5.3% |
| 1Y | +17.8% | +72.4% | -54.6% | +19.5% |
| All | +17.8% | +73.3% | -55.5% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling