+145.0%
TEL vs CLBK
+65.5%
+79.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +1.6% | -1.5% | +3.0% | +2.2% |
| 30D | -0.7% | -1.0% | +0.4% | -0.3% |
| 3M | +2.4% | +22.9% | -20.5% | -6.1% |
| 6M | +4.1% | +44.2% | -40.1% | -10.6% |
| YTD | -5.8% | +64.0% | -69.8% | -23.7% |
| 1Y | +0.9% | +65.7% | -64.8% | -19.1% |
| 3Y | +72.6% | +54.1% | +18.5% | +37.5% |
| 5Y | +57.5% | +44.7% | +12.9% | +17.8% |
| All | +145.0% | +65.5% | +79.6% | +63.6% |
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 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