+221.3%
ROIV vs CLBK
+70.4%
+150.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.4% | +18.8% |
| 7D | +20.2% | +1.1% | +19.0% | +19.9% |
| 30D | +14.1% | +7.8% | +6.4% | +13.0% |
| 3M | +45.6% | +23.9% | +21.7% | +41.4% |
| 6M | +44.1% | +42.3% | +1.8% | +37.3% |
| YTD | +91.2% | +65.4% | +25.8% | +82.9% |
| 1Y | +221.3% | +70.3% | +151.0% | +207.8% |
| All | +221.3% | +70.4% | +150.9% | +207.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling