+34.0%
CLSK vs BAX
-0.4%
+34.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.6% | +8.4% | +7.1% |
| 7D | +7.7% | -7.9% | +15.6% | +9.2% |
| 30D | +12.2% | -11.7% | +23.9% | +14.5% |
| 3M | -15.5% | +16.2% | -31.7% | -18.1% |
| 6M | +39.3% | +32.0% | +7.4% | +28.5% |
| YTD | +35.1% | +24.7% | +10.4% | +21.4% |
| 1Y | +34.0% | -2.6% | +36.6% | +45.4% |
| All | +34.0% | -0.4% | +34.4% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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