+225.7%
VIK vs CLBK
+67.3%
+158.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.9% | -1.5% | +0.5% | -0.3% |
| 30D | -18.4% | -1.0% | -17.4% | -18.0% |
| 3M | -8.8% | +22.9% | -31.7% | -17.8% |
| 6M | +17.1% | +44.2% | -27.1% | -2.4% |
| YTD | +19.0% | +64.0% | -44.9% | -6.7% |
| 1Y | +30.1% | +65.7% | -35.5% | +1.1% |
| All | +225.7% | +67.3% | +158.4% | +142.7% |
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 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