+790.7%
FLEX vs CLBK
+66.9%
+723.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.7% |
| 7D | +7.0% | +1.1% | +5.8% | +6.3% |
| 30D | -5.8% | +7.8% | -13.6% | -9.5% |
| 3M | -24.2% | +23.9% | -48.1% | -32.7% |
| 6M | +90.8% | +42.3% | +48.5% | +57.2% |
| YTD | +89.2% | +65.4% | +23.8% | +42.4% |
| 1Y | +104.7% | +70.3% | +34.4% | +50.5% |
| 3Y | +478.1% | +54.5% | +423.6% | +330.0% |
| 5Y | +726.2% | +43.1% | +683.1% | +457.6% |
| All | +790.7% | +66.9% | +723.8% | +401.1% |
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