+319.1%
DELL vs CLBK
+73.3%
+245.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +14.9% | +1.2% | +13.7% | +14.8% |
| 30D | +13.3% | +9.1% | +4.2% | +12.9% |
| 3M | +24.4% | +27.7% | -3.3% | +21.6% |
| 6M | +258.0% | +40.8% | +217.2% | +242.4% |
| YTD | +320.2% | +66.4% | +253.8% | +288.6% |
| 1Y | +319.1% | +72.4% | +246.7% | +282.1% |
| All | +319.1% | +73.3% | +245.8% | +282.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling