+226.3%
CLSK vs BDX
-10.0%
+236.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +6.6% |
| 7D | +7.7% | -3.2% | +10.9% | +8.4% |
| 30D | +12.2% | -2.5% | +14.8% | +12.6% |
| 3M | -15.5% | +21.4% | -36.9% | -20.6% |
| 6M | +39.3% | +10.4% | +28.9% | +35.4% |
| YTD | +35.1% | +18.8% | +16.2% | +27.2% |
| 1Y | +34.0% | +21.7% | +12.3% | +25.0% |
| 3Y | +226.3% | -10.0% | +236.2% | +248.6% |
| All | +226.3% | -10.0% | +236.2% | +248.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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