+252.8%
XME vs CLBK
+65.6%
+187.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.9% |
| 7D | -3.0% | -1.4% | -1.7% | -2.5% |
| 30D | -2.6% | +4.5% | -7.1% | -4.6% |
| 3M | +2.2% | +22.8% | -20.6% | -7.4% |
| 6M | +0.7% | +43.4% | -42.7% | -15.1% |
| YTD | +10.9% | +64.1% | -53.2% | -12.7% |
| 1Y | +35.7% | +67.6% | -31.9% | +4.9% |
| 3Y | +127.1% | +53.3% | +73.9% | +76.5% |
| 5Y | +168.5% | +44.8% | +123.6% | +91.1% |
| All | +252.8% | +65.6% | +187.2% | +127.5% |
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