+2,490.2%
NVDL vs CLBK
+19.0%
+2,471.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | -1.5% | -8.9% | -9.9% |
| 30D | -7.1% | -1.0% | -6.1% | -6.8% |
| 3M | +6.6% | +22.9% | -16.3% | +0.4% |
| 6M | +21.1% | +44.2% | -23.1% | +8.8% |
| YTD | +15.2% | +64.0% | -48.8% | -0.6% |
| 1Y | +18.8% | +65.7% | -46.9% | +1.6% |
| 3Y | +649.9% | +54.1% | +595.8% | +543.8% |
| All | +2,490.2% | +19.0% | +2,471.2% | +2,210.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling