+242.7%
PWR vs CLBK
+54.0%
+188.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.6% |
| 7D | +11.3% | +0.9% | +10.4% | +11.1% |
| 30D | -8.9% | +3.4% | -12.3% | -9.4% |
| 3M | -10.5% | -4.3% | -6.2% | -9.8% |
| 6M | -22.2% | +28.4% | -50.5% | -26.3% |
| YTD | +42.7% | +59.4% | -16.7% | +28.2% |
| 1Y | +41.1% | +64.8% | -23.7% | +25.5% |
| 3Y | +242.7% | +50.6% | +192.2% | +206.4% |
| All | +242.7% | +54.0% | +188.8% | +206.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling