+154.3%
TEAM vs CLBK
+60.9%
+93.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -2.4% | +0.9% | -3.3% | -2.6% |
| 30D | -26.7% | +3.4% | -30.1% | -27.5% |
| 3M | -9.6% | -4.3% | -5.4% | -8.7% |
| 6M | +86.0% | +28.4% | +57.7% | +73.7% |
| YTD | -7.5% | +59.4% | -66.9% | -19.1% |
| 1Y | -1.4% | +64.8% | -66.2% | -14.5% |
| 3Y | -14.3% | +50.6% | -64.9% | -25.1% |
| 5Y | -66.3% | +28.3% | -94.6% | -70.0% |
| All | +154.3% | +60.9% | +93.4% | +130.9% |
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