+298.5%
LIN vs CLBK
+60.9%
+237.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +2.1% | +0.9% | +1.2% | +1.9% |
| 30D | +6.8% | +3.4% | +3.4% | +5.9% |
| 3M | +10.4% | -4.3% | +14.6% | +11.5% |
| 6M | +3.2% | +28.4% | -25.2% | -3.8% |
| YTD | +24.6% | +59.4% | -34.8% | +9.2% |
| 1Y | +24.4% | +64.8% | -40.4% | +7.9% |
| 3Y | +36.7% | +50.6% | -13.8% | +17.5% |
| 5Y | +67.0% | +28.3% | +38.7% | +44.5% |
| All | +298.5% | +60.9% | +237.6% | +207.6% |
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 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