-49.8%
USAR vs CLBK
+65.7%
-115.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.8% | -5.8% |
| 7D | -21.8% | +4.6% | -26.3% | -21.5% |
| 30D | -39.9% | -1.5% | -38.4% | -39.8% |
| 3M | -52.5% | +4.4% | -56.9% | -52.0% |
| 6M | -67.9% | +31.7% | -99.6% | -67.7% |
| YTD | -31.1% | +58.7% | -89.8% | -27.0% |
| 1Y | -49.8% | +64.9% | -114.7% | -49.0% |
| All | -49.8% | +65.7% | -115.6% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling