+75.1%
EOG vs CLBK
+65.5%
+9.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +1.5% | -1.5% | +2.9% | +2.1% |
| 30D | +2.9% | -1.0% | +4.0% | +3.3% |
| 3M | +8.7% | +22.9% | -14.2% | -0.4% |
| 6M | +12.9% | +44.2% | -31.3% | -3.7% |
| YTD | +43.8% | +64.0% | -20.1% | +15.3% |
| 1Y | +27.1% | +65.7% | -38.6% | +0.7% |
| 3Y | +25.9% | +54.1% | -28.2% | -2.6% |
| 5Y | +177.9% | +44.7% | +133.2% | +92.4% |
| All | +75.1% | +65.5% | +9.7% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling