+238.8%
EQX vs CLBK
+67.9%
+171.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -3.2% | -1.5% | -1.7% | -3.2% |
| 30D | +7.8% | -1.0% | +8.8% | +7.8% |
| 3M | +21.3% | +22.9% | -1.6% | +21.3% |
| 6M | -22.4% | +44.2% | -66.6% | -22.4% |
| YTD | -11.3% | +64.0% | -75.3% | -11.1% |
| 1Y | +13.5% | +65.7% | -52.2% | +13.9% |
| 3Y | +162.1% | +54.1% | +108.1% | +163.2% |
| 5Y | +84.2% | +44.7% | +39.5% | +84.2% |
| All | +238.8% | +67.9% | +171.0% | +273.9% |
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 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