+6.0%
CLSK vs BTI
+118.0%
-112.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.6% |
| 7D | +7.7% | -0.2% | +7.9% | +7.8% |
| 30D | +12.2% | -1.1% | +13.3% | +12.4% |
| 3M | -15.5% | -8.8% | -6.7% | -14.0% |
| 6M | +39.3% | -4.0% | +43.3% | +37.9% |
| YTD | +35.1% | +0.4% | +34.7% | +31.7% |
| 1Y | +34.0% | +1.9% | +32.1% | +29.9% |
| 3Y | +226.3% | +108.5% | +117.7% | +102.5% |
| All | +6.0% | +118.0% | -112.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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