+32.4%
PWR vs CLBK
+65.7%
-33.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +0.9% | -12.6% | -11.6% |
| 7D | -4.4% | +4.6% | -9.0% | -4.3% |
| 30D | -15.1% | -1.5% | -13.6% | -14.9% |
| 3M | -16.2% | +4.4% | -20.6% | -16.1% |
| 6M | -23.3% | +31.7% | -55.0% | -23.9% |
| YTD | +37.6% | +58.7% | -21.1% | +34.8% |
| 1Y | +32.4% | +64.9% | -32.5% | +28.0% |
| All | +32.4% | +65.7% | -33.3% | +28.0% |
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 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