+298.8%
ROIV vs CLBK
+74.1%
+224.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.4% | +18.9% |
| 7D | +20.2% | +1.1% | +19.0% | +19.9% |
| 30D | +14.1% | +7.8% | +6.4% | +12.6% |
| 3M | +45.6% | +23.9% | +21.7% | +39.8% |
| 6M | +44.1% | +42.3% | +1.8% | +34.9% |
| YTD | +91.2% | +65.4% | +25.8% | +74.1% |
| 1Y | +221.3% | +70.3% | +151.0% | +190.2% |
| 3Y | +229.2% | +54.5% | +174.7% | +199.5% |
| 5Y | +316.5% | +43.1% | +273.4% | +278.3% |
| All | +298.8% | +74.1% | +224.7% | +261.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling