+66.4%
CLBK vs RJF
+240.9%
-174.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +1.1% | +1.8% | -0.6% | +0.3% |
| 30D | +7.8% | 0.0% | +7.8% | +7.7% |
| 3M | +23.9% | +18.0% | +5.9% | +14.7% |
| 6M | +42.3% | +17.0% | +25.4% | +31.9% |
| YTD | +65.4% | +11.1% | +54.3% | +56.4% |
| 1Y | +70.3% | +8.0% | +62.4% | +62.9% |
| 3Y | +54.5% | +73.3% | -18.8% | +19.2% |
| 5Y | +43.1% | +107.4% | -64.3% | -1.0% |
| All | +66.4% | +240.9% | -174.6% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling