+46.9%
CLBK vs SUI
+15.1%
+31.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | +0.6% | +6.2% | -5.6% | -1.7% |
| 30D | +2.9% | +8.6% | -5.7% | -0.5% |
| 3M | +3.0% | +1.0% | +2.0% | +2.2% |
| 6M | +27.3% | -2.6% | +29.9% | +27.9% |
| YTD | +58.0% | -0.1% | +58.1% | +56.7% |
| 1Y | +62.4% | +0.5% | +61.9% | +60.5% |
| 3Y | +46.9% | +15.3% | +31.7% | +27.2% |
| All | +46.9% | +15.1% | +31.8% | +27.2% |
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