+1,003.0%
BE vs CLBK
+53.4%
+949.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.8% | +6.7% |
| 7D | +9.0% | -1.5% | +10.5% | +9.8% |
| 30D | +16.3% | -1.0% | +17.3% | +16.7% |
| 3M | +10.8% | +22.9% | -12.1% | -1.9% |
| 6M | +73.2% | +44.2% | +29.0% | +41.0% |
| YTD | +217.4% | +64.0% | +153.4% | +137.6% |
| 1Y | +309.8% | +65.7% | +244.1% | +199.9% |
| 3Y | +1,726.2% | +54.1% | +1,672.1% | +1,238.1% |
| 5Y | +1,306.2% | +44.7% | +1,261.5% | +834.1% |
| All | +1,003.0% | +53.4% | +949.6% | +497.7% |
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