+205.2%
NOW vs CLBK
+60.9%
+144.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +0.3% | +0.9% | -0.6% | +0.1% |
| 30D | -27.0% | +3.4% | -30.4% | -27.6% |
| 3M | -19.6% | -4.3% | -15.4% | -18.9% |
| 6M | +17.5% | +28.4% | -10.9% | +10.2% |
| YTD | -33.3% | +59.4% | -92.7% | -40.8% |
| 1Y | -39.8% | +64.8% | -104.7% | -47.2% |
| 3Y | -19.9% | +50.6% | -70.5% | -29.4% |
| 5Y | -26.1% | +28.3% | -54.3% | -34.7% |
| All | +205.2% | +60.9% | +144.3% | +161.0% |
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