+75.4%
IVV vs CLBK
+44.9%
+30.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.2% |
| 7D | -2.7% | +0.6% | -3.3% | -2.8% |
| 30D | -5.4% | +2.9% | -8.2% | -5.9% |
| 3M | -4.1% | +3.0% | -7.0% | -4.7% |
| 6M | +0.7% | +27.3% | -26.6% | -4.2% |
| YTD | +8.7% | +58.0% | -49.3% | -1.1% |
| 1Y | +11.0% | +62.4% | -51.4% | +0.3% |
| 3Y | +75.4% | +46.9% | +28.5% | +59.4% |
| All | +75.4% | +44.9% | +30.6% | +59.4% |
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