+205.5%
CLSK vs BEN
+51.0%
+154.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.3% |
| 7D | +1.7% | +0.3% | +1.4% | +1.3% |
| 30D | +11.1% | +0.9% | +10.2% | +10.3% |
| 3M | -14.1% | +9.2% | -23.3% | -20.7% |
| 6M | +32.9% | +36.8% | -3.9% | -3.0% |
| YTD | +26.5% | +44.4% | -17.9% | -13.7% |
| 1Y | +27.6% | +45.8% | -18.2% | -13.7% |
| All | +205.5% | +51.0% | +154.5% | +115.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling