-15.4%
HAL vs CLBK
+64.7%
-80.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.7% |
| 7D | -1.3% | -1.5% | +0.1% | -0.5% |
| 30D | +10.9% | +6.7% | +4.2% | +6.5% |
| 3M | -5.8% | +21.2% | -27.0% | -16.8% |
| 6M | +8.1% | +42.0% | -33.9% | -13.8% |
| YTD | +33.2% | +63.3% | -30.1% | -3.6% |
| 1Y | +74.2% | +65.4% | +8.8% | +24.2% |
| 3Y | -3.7% | +52.5% | -56.2% | -32.6% |
| 5Y | +111.9% | +42.0% | +69.9% | +29.8% |
| All | -15.4% | +64.7% | -80.2% | -52.3% |
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