+15.5%
TSLA vs CLBK
+27.8%
-12.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +8.9% | +0.9% | +8.0% | +8.6% |
| 30D | +6.3% | +3.4% | +2.9% | +5.0% |
| 3M | +14.8% | -4.3% | +19.1% | +16.6% |
| 6M | -12.4% | +28.4% | -40.7% | -20.6% |
| YTD | -13.2% | +59.4% | -72.6% | -28.1% |
| 1Y | -2.9% | +64.8% | -67.7% | -20.7% |
| 3Y | +74.4% | +50.6% | +23.8% | +45.4% |
| All | +15.5% | +27.8% | -12.2% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling