+224.2%
ECHO vs CLBK
+27.9%
+196.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.8% | -3.5% |
| 7D | +9.1% | +2.5% | +6.7% | +8.0% |
| 30D | +7.2% | +3.7% | +3.5% | +5.4% |
| 3M | +6.1% | -3.3% | +9.4% | +7.5% |
| 6M | -24.2% | +29.6% | -53.8% | -33.2% |
| YTD | -9.7% | +60.3% | -70.0% | -28.6% |
| 1Y | +40.9% | +63.4% | -22.5% | +10.2% |
| 3Y | +883.3% | +53.8% | +829.4% | +686.3% |
| 5Y | +224.2% | +29.0% | +195.2% | +156.9% |
| All | +224.2% | +27.9% | +196.3% | +156.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling