+55.0%
CLBK vs SUI
+12.1%
+43.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.2% | -2.8% | +4.0% | +2.3% |
| 30D | +9.1% | -1.2% | +10.3% | +9.5% |
| 3M | +27.7% | -1.7% | +29.4% | +28.2% |
| 6M | +40.8% | -10.5% | +51.3% | +46.7% |
| YTD | +66.4% | -1.8% | +68.2% | +66.5% |
| 1Y | +72.4% | -4.1% | +76.5% | +73.9% |
| All | +55.0% | +12.1% | +43.0% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling