-0.6%
TECH vs CLBK
+57.4%
-57.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +1.2% | -1.1% | -0.3% |
| 30D | +0.7% | +9.1% | -8.4% | -2.5% |
| 3M | +36.3% | +27.7% | +8.7% | +24.5% |
| 6M | +25.6% | +40.8% | -15.3% | +10.5% |
| YTD | +23.7% | +66.4% | -42.7% | +2.4% |
| 1Y | +37.6% | +72.4% | -34.7% | +12.1% |
| All | -0.6% | +57.4% | -57.9% | -18.2% |
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