+80.1%
IVV vs CLBK
+57.4%
+22.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | +1.2% | -1.1% | -0.1% |
| 30D | +0.1% | +9.1% | -9.1% | -1.6% |
| 3M | +2.0% | +27.7% | -25.7% | -3.0% |
| 6M | +13.0% | +40.8% | -27.8% | +5.4% |
| YTD | +13.6% | +66.4% | -52.8% | +2.2% |
| 1Y | +20.1% | +72.4% | -52.3% | +6.9% |
| All | +80.1% | +57.4% | +22.7% | +60.4% |
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