-59.4%
TXG vs CLBK
+43.5%
-102.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.4% |
| 7D | +9.5% | -1.5% | +10.9% | +10.3% |
| 30D | +18.8% | -1.0% | +19.8% | +19.3% |
| 3M | +136.1% | +22.9% | +113.2% | +110.1% |
| 6M | +235.2% | +44.2% | +191.0% | +173.7% |
| YTD | +320.5% | +64.0% | +256.6% | +217.7% |
| 1Y | +425.2% | +65.7% | +359.5% | +292.6% |
| 3Y | +42.9% | +54.1% | -11.2% | +11.8% |
| All | -59.4% | +43.5% | -102.9% | -69.5% |
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