+187.9%
DRI vs CLBK
+65.6%
+122.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -4.8% | -1.4% | -3.5% | -4.3% |
| 30D | -5.2% | +4.5% | -9.7% | -7.0% |
| 3M | +2.7% | +22.8% | -20.1% | -6.4% |
| 6M | +3.6% | +43.4% | -39.8% | -12.0% |
| YTD | +15.4% | +64.1% | -48.7% | -8.1% |
| 1Y | +1.3% | +67.6% | -66.3% | -20.7% |
| 3Y | +53.1% | +53.3% | -0.2% | +18.8% |
| 5Y | +64.6% | +44.8% | +19.7% | +13.7% |
| All | +187.9% | +65.6% | +122.3% | +74.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling