+1,018.8%
THC vs CLBK
+64.7%
+954.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.6% |
| 7D | +4.1% | -1.5% | +5.5% | +4.9% |
| 30D | +3.5% | +6.7% | -3.2% | -0.2% |
| 3M | +61.7% | +21.2% | +40.6% | +44.8% |
| 6M | +11.8% | +42.0% | -30.1% | -8.7% |
| YTD | +35.4% | +63.3% | -27.9% | +1.0% |
| 1Y | +37.0% | +65.4% | -28.4% | +0.3% |
| 3Y | +260.1% | +52.5% | +207.6% | +156.9% |
| 5Y | +262.6% | +42.0% | +220.6% | +127.3% |
| All | +1,018.8% | +64.7% | +954.1% | +592.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling