+65.1%
CLBK vs SBAC
+21.0%
+44.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.4% | +1.1% |
| 7D | -1.4% | -5.3% | +3.9% | -0.3% |
| 30D | +4.5% | +0.4% | +4.1% | +4.4% |
| 3M | +22.8% | -11.9% | +34.7% | +25.6% |
| 6M | +43.4% | -4.5% | +47.9% | +43.5% |
| YTD | +64.1% | -4.3% | +68.5% | +63.8% |
| 1Y | +67.6% | -3.9% | +71.4% | +66.9% |
| 3Y | +53.3% | -11.0% | +64.3% | +53.1% |
| 5Y | +44.8% | -44.1% | +88.9% | +56.8% |
| All | +65.1% | +21.0% | +44.1% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SBAC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling