+100.2%
ROIV vs CLBK
+62.9%
+37.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +9.5% | +2.2% | +7.3% | +9.1% |
| 30D | +21.0% | +5.0% | +16.0% | +20.2% |
| 3M | +18.7% | +3.3% | +15.5% | +18.1% |
| 6M | +44.5% | +29.6% | +14.9% | +37.7% |
| YTD | +92.9% | +62.1% | +30.7% | +84.3% |
| 1Y | +100.2% | +64.3% | +35.9% | +86.6% |
| All | +100.2% | +62.9% | +37.4% | +86.6% |
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 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