+39.8%
CLSK vs BEN
+42.6%
-2.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -2.2% |
| 7D | +8.8% | +0.2% | +8.6% | +8.6% |
| 30D | -6.0% | -0.5% | -5.5% | -5.4% |
| 3M | -24.4% | +9.7% | -34.1% | -29.3% |
| 6M | +19.0% | +33.9% | -14.9% | -7.1% |
| YTD | +25.4% | +49.0% | -23.6% | -11.3% |
| 1Y | +39.8% | +42.1% | -2.4% | +3.4% |
| All | +39.8% | +42.6% | -2.8% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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