+226.3%
CLSK vs AZN
+28.0%
+198.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.8% |
| 7D | +7.7% | -1.6% | +9.3% | +7.8% |
| 30D | +12.2% | +1.1% | +11.2% | +12.2% |
| 3M | -15.5% | -12.1% | -3.3% | -14.8% |
| 6M | +39.3% | -17.1% | +56.5% | +42.2% |
| YTD | +35.1% | -12.0% | +47.1% | +36.3% |
| 1Y | +34.0% | -0.2% | +34.2% | +32.2% |
| 3Y | +226.3% | +26.8% | +199.5% | +201.5% |
| All | +226.3% | +28.0% | +198.2% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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