+640.8%
UUUU vs CLBK
+65.6%
+575.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.5% | -6.8% | -6.5% |
| 7D | -5.0% | -1.4% | -3.6% | -4.6% |
| 30D | -7.8% | +4.5% | -12.3% | -9.4% |
| 3M | -0.4% | +22.8% | -23.2% | -8.2% |
| 6M | -32.9% | +43.4% | -76.3% | -41.6% |
| YTD | -6.3% | +64.1% | -70.4% | -23.3% |
| 1Y | +7.9% | +67.6% | -59.6% | -13.1% |
| 3Y | +85.2% | +53.3% | +31.9% | +47.3% |
| 5Y | +97.0% | +44.8% | +52.1% | +45.6% |
| All | +640.8% | +65.6% | +575.2% | +381.4% |
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