-60.8%
CLSK vs BEN
+42.9%
-103.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +7.7% | -3.1% | +10.8% | +10.1% |
| 30D | +12.2% | +0.2% | +12.1% | +12.2% |
| 3M | -15.5% | +6.8% | -22.3% | -18.8% |
| 6M | +39.3% | +38.1% | +1.2% | +12.3% |
| YTD | +35.1% | +44.3% | -9.3% | +5.1% |
| 1Y | +34.0% | +42.6% | -8.6% | +5.5% |
| 3Y | +226.3% | +52.3% | +173.9% | +149.1% |
| 5Y | +6.4% | +37.6% | -31.3% | -10.9% |
| All | -60.8% | +42.9% | -103.7% | -66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling