+571.7%
SMTC vs CLBK
+55.4%
+516.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.6% | +10.3% |
| 7D | +22.9% | +1.1% | +21.8% | +22.2% |
| 30D | +16.6% | +7.8% | +8.9% | +12.2% |
| 3M | +2.4% | +23.9% | -21.5% | -8.9% |
| 6M | +98.3% | +42.3% | +56.0% | +64.3% |
| YTD | +120.7% | +65.4% | +55.3% | +68.2% |
| 1Y | +168.3% | +70.3% | +97.9% | +99.1% |
| 3Y | +571.7% | +54.5% | +517.2% | +405.7% |
| All | +571.7% | +55.4% | +516.3% | +405.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling