+74.2%
HAL vs CLBK
+67.6%
+6.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -1.3% | -1.5% | +0.1% | -1.1% |
| 30D | +10.9% | +6.7% | +4.2% | +9.6% |
| 3M | -5.8% | +21.2% | -27.0% | -9.4% |
| 6M | +8.1% | +42.0% | -33.9% | -0.4% |
| YTD | +33.2% | +63.3% | -30.1% | +14.6% |
| 1Y | +74.2% | +65.4% | +8.8% | +42.2% |
| All | +74.2% | +67.6% | +6.6% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling