+358.3%
DELL vs CLBK
+68.0%
+290.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -1.5% | +9.7% | +8.4% |
| 30D | +17.1% | -1.0% | +18.1% | +17.3% |
| 3M | +45.2% | +22.9% | +22.2% | +42.6% |
| 6M | +286.8% | +44.2% | +242.6% | +266.1% |
| YTD | +354.8% | +64.0% | +290.8% | +319.1% |
| 1Y | +358.3% | +65.7% | +292.6% | +321.8% |
| All | +358.3% | +68.0% | +290.3% | +321.8% |
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