+1.3%
BBY vs CLBK
+43.5%
-42.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +0.6% | -1.5% | +2.0% | +1.1% |
| 30D | +9.4% | -1.0% | +10.4% | +9.8% |
| 3M | +19.3% | +22.9% | -3.6% | +10.9% |
| 6M | +47.9% | +44.2% | +3.7% | +30.1% |
| YTD | +39.6% | +64.0% | -24.4% | +17.3% |
| 1Y | +22.2% | +65.7% | -43.5% | +2.0% |
| 3Y | +45.0% | +54.1% | -9.1% | +21.8% |
| All | +1.3% | +43.5% | -42.2% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling