+6.0%
CLSK vs BAX
-68.1%
+74.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.6% | +8.4% | +7.4% |
| 7D | +7.7% | -7.9% | +15.6% | +11.2% |
| 30D | +12.2% | -11.7% | +23.9% | +17.5% |
| 3M | -15.5% | +16.2% | -31.7% | -21.9% |
| 6M | +39.3% | +32.0% | +7.4% | +21.1% |
| YTD | +35.1% | +24.7% | +10.4% | +16.8% |
| 1Y | +34.0% | -2.6% | +36.6% | +30.0% |
| 3Y | +226.3% | -35.0% | +261.2% | +277.7% |
| All | +6.0% | -68.1% | +74.0% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling