+39.8%
CLSK vs AZO
-28.9%
+68.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +1.1% |
| 7D | +8.8% | +0.7% | +8.1% | +9.1% |
| 30D | -6.0% | -2.7% | -3.3% | -6.8% |
| 3M | -24.4% | -3.2% | -21.2% | -24.5% |
| 6M | +19.0% | -19.7% | +38.8% | +17.7% |
| YTD | +25.4% | -12.0% | +37.4% | +37.9% |
| 1Y | +39.8% | -29.5% | +69.3% | +29.2% |
| All | +39.8% | -28.9% | +68.6% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling