+287.5%
SLV vs CLBK
+64.7%
+222.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +2.3% |
| 7D | +2.8% | -1.5% | +4.3% | +2.9% |
| 30D | +2.2% | +6.7% | -4.5% | +1.8% |
| 3M | +2.9% | +21.2% | -18.3% | +1.7% |
| 6M | -22.4% | +42.0% | -64.4% | -24.0% |
| YTD | -5.7% | +63.3% | -69.0% | -8.4% |
| 1Y | +63.3% | +65.4% | -2.1% | +58.6% |
| 3Y | +189.0% | +52.5% | +136.5% | +180.3% |
| 5Y | +172.7% | +42.0% | +130.7% | +161.3% |
| All | +287.5% | +64.7% | +222.7% | +259.1% |
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