+167.8%
SLV vs CLBK
+43.5%
+124.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +2.5% | +1.1% | +1.4% | +2.5% |
| 30D | +3.3% | +7.8% | -4.5% | +3.1% |
| 3M | -3.6% | +23.9% | -27.5% | -4.1% |
| 6M | -21.8% | +42.3% | -64.1% | -22.4% |
| YTD | -7.8% | +65.4% | -73.2% | -8.7% |
| 1Y | +58.3% | +70.3% | -12.0% | +56.8% |
| 3Y | +182.6% | +54.5% | +128.1% | +179.8% |
| 5Y | +167.8% | +43.1% | +124.7% | +162.1% |
| All | +167.8% | +43.5% | +124.3% | +162.1% |
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 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