+6.0%
CLSK vs BND
-2.6%
+8.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.1% | +6.9% | +6.9% |
| 7D | +7.7% | -1.0% | +8.7% | +9.7% |
| 30D | +12.2% | -1.1% | +13.4% | +14.5% |
| 3M | -15.5% | -1.9% | -13.6% | -12.5% |
| 6M | +39.3% | -1.6% | +41.0% | +44.5% |
| YTD | +35.1% | -1.2% | +36.3% | +39.1% |
| 1Y | +34.0% | -0.7% | +34.8% | +36.8% |
| 3Y | +226.3% | +12.5% | +213.7% | +165.4% |
| All | +6.0% | -2.6% | +8.6% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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