+300.6%
NOW vs CLBK
+66.9%
+233.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.8% |
| 7D | -6.1% | +1.1% | -7.2% | -6.3% |
| 30D | +7.5% | +7.8% | -0.3% | +5.5% |
| 3M | +17.5% | +23.9% | -6.3% | +11.4% |
| 6M | +7.9% | +42.3% | -34.4% | -1.2% |
| YTD | -12.4% | +65.4% | -77.8% | -22.9% |
| 1Y | -28.6% | +70.3% | -98.9% | -37.8% |
| 3Y | +11.8% | +54.5% | -42.6% | -2.0% |
| 5Y | +2.6% | +43.1% | -40.5% | -12.4% |
| All | +300.6% | +66.9% | +233.7% | +240.0% |
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