+149.4%
CDE vs CLBK
+65.5%
+84.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -3.1% | -1.5% | -1.7% | -2.6% |
| 30D | +9.5% | -1.0% | +10.5% | +9.8% |
| 3M | +25.5% | +22.9% | +2.6% | +15.0% |
| 6M | -7.9% | +44.2% | -52.1% | -20.9% |
| YTD | +15.6% | +64.0% | -48.4% | -6.1% |
| 1Y | +34.0% | +65.7% | -31.6% | +7.1% |
| 3Y | +791.9% | +54.1% | +737.9% | +613.3% |
| 5Y | +197.7% | +44.7% | +153.0% | +119.4% |
| All | +149.4% | +65.5% | +84.0% | +62.9% |
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 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