+139.2%
SLB vs CLBK
+43.5%
+95.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +0.4% | +1.1% | -0.7% | +0.1% |
| 30D | +13.6% | +7.8% | +5.8% | +11.1% |
| 3M | +1.5% | +23.9% | -22.4% | -5.1% |
| 6M | +23.0% | +42.3% | -19.3% | +10.4% |
| YTD | +51.2% | +65.4% | -14.2% | +29.4% |
| 1Y | +63.5% | +70.3% | -6.8% | +38.4% |
| 3Y | +2.5% | +54.5% | -51.9% | -12.3% |
| 5Y | +139.2% | +43.1% | +96.1% | +89.3% |
| All | +139.2% | +43.5% | +95.7% | +89.3% |
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 2021-09-08 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling