+770.0%
WDC vs CLBK
+54.0%
+716.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.9% |
| 7D | +12.1% | +0.9% | +11.2% | +12.0% |
| 30D | -18.8% | +3.4% | -22.2% | -19.1% |
| 3M | -39.3% | -4.3% | -35.0% | -39.0% |
| 6M | -40.1% | +28.4% | -68.5% | -42.9% |
| YTD | +71.8% | +59.4% | +12.4% | +56.6% |
| 1Y | +88.5% | +64.8% | +23.7% | +70.5% |
| 3Y | +770.0% | +50.6% | +719.4% | +712.7% |
| All | +770.0% | +54.0% | +716.0% | +712.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling