+389.2%
ROIV vs CLBK
+27.8%
+361.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.0% |
| 7D | +1.7% | +0.9% | +0.8% | +1.5% |
| 30D | +17.6% | +3.4% | +14.2% | +16.8% |
| 3M | +9.0% | -4.3% | +13.2% | +9.8% |
| 6M | +35.3% | +28.4% | +6.9% | +28.5% |
| YTD | +82.2% | +59.4% | +22.8% | +65.7% |
| 1Y | +92.3% | +64.8% | +27.4% | +73.5% |
| 3Y | +336.8% | +50.6% | +286.2% | +295.9% |
| All | +389.2% | +27.8% | +361.5% | +337.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling