+265.1%
GE vs CLBK
+54.8%
+210.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.3% | -3.2% |
| 7D | +5.1% | +2.5% | +2.7% | +4.6% |
| 30D | +7.6% | +3.7% | +3.9% | +6.8% |
| 3M | -9.3% | -3.3% | -6.0% | -8.7% |
| 6M | +11.5% | +29.6% | -18.1% | +5.3% |
| YTD | +7.9% | +60.3% | -52.4% | -2.4% |
| 1Y | +7.6% | +63.4% | -55.8% | -3.2% |
| All | +265.1% | +54.8% | +210.3% | +229.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling