+71.2%
UAL vs CLBK
+62.9%
+8.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.2% | +4.6% | +5.3% |
| 7D | +10.2% | +1.8% | +8.4% | +9.0% |
| 30D | +12.0% | +5.1% | +6.9% | +8.4% |
| 3M | -7.1% | +5.2% | -12.3% | -10.6% |
| 6M | +20.9% | +28.6% | -7.7% | +0.6% |
| YTD | +7.7% | +61.4% | -53.8% | -23.8% |
| 1Y | +23.6% | +64.7% | -41.1% | -13.8% |
| 3Y | +222.6% | +55.1% | +167.4% | +125.4% |
| 5Y | +127.9% | +28.4% | +99.6% | +61.2% |
| All | +71.2% | +62.9% | +8.3% | -5.7% |
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