+109.7%
HAL vs CLBK
+43.5%
+66.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +0.5% | +1.1% | -0.7% | +0.1% |
| 30D | +15.9% | +7.8% | +8.2% | +13.3% |
| 3M | -8.7% | +23.9% | -32.6% | -14.6% |
| 6M | +9.0% | +42.3% | -33.3% | -2.5% |
| YTD | +32.0% | +65.4% | -33.4% | +12.1% |
| 1Y | +72.5% | +70.3% | +2.1% | +44.7% |
| 3Y | -4.5% | +54.5% | -59.0% | -19.0% |
| 5Y | +109.7% | +43.1% | +66.6% | +61.6% |
| All | +109.7% | +43.5% | +66.2% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling