-17.9%
HAL vs CLBK
+65.6%
-83.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.2% |
| 7D | -3.3% | -1.4% | -1.9% | -2.5% |
| 30D | +7.2% | +4.5% | +2.7% | +4.2% |
| 3M | -8.8% | +22.8% | -31.6% | -20.0% |
| 6M | +3.0% | +43.4% | -40.5% | -18.4% |
| YTD | +29.4% | +64.1% | -34.7% | -6.7% |
| 1Y | +62.8% | +67.6% | -4.7% | +15.2% |
| 3Y | -6.4% | +53.3% | -59.7% | -34.7% |
| 5Y | +103.6% | +44.8% | +58.8% | +22.2% |
| All | -17.9% | +65.6% | -83.5% | -53.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling