+257.9%
SPOT vs CLBK
+54.0%
+203.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.4% |
| 7D | +1.6% | +0.9% | +0.7% | +1.5% |
| 30D | +16.9% | +3.4% | +13.5% | +16.7% |
| 3M | +23.0% | -4.3% | +27.2% | +23.1% |
| 6M | +42.2% | +28.4% | +13.8% | +40.6% |
| YTD | +5.5% | +59.4% | -53.9% | +3.1% |
| 1Y | -5.1% | +64.8% | -69.9% | -7.5% |
| 3Y | +257.9% | +50.6% | +207.3% | +251.6% |
| All | +257.9% | +54.0% | +203.9% | +251.6% |
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