+95.5%
PSX vs CLBK
+63.8%
+31.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +7.8% | +0.9% | +6.9% | +7.6% |
| 30D | -10.9% | +3.4% | -14.3% | -11.4% |
| 3M | +14.5% | -4.3% | +18.8% | +15.1% |
| 6M | +56.1% | +28.4% | +27.8% | +50.3% |
| YTD | +109.6% | +59.4% | +50.2% | +85.3% |
| 1Y | +95.5% | +64.8% | +30.7% | +70.9% |
| All | +95.5% | +63.8% | +31.7% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling