-1.6%
CLSK vs CASY
+234.8%
-236.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -14.2% | +12.8% | +5.4% |
| 7D | +17.2% | -16.5% | +33.7% | +27.0% |
| 30D | +14.6% | -26.4% | +41.0% | +31.7% |
| 3M | -16.8% | -17.3% | +0.5% | -14.0% |
| 6M | +38.2% | -5.2% | +43.4% | +29.2% |
| YTD | +31.2% | +14.1% | +17.1% | +7.9% |
| 1Y | +37.3% | +16.6% | +20.7% | +10.0% |
| 3Y | +201.8% | +163.7% | +38.1% | +27.7% |
| 5Y | -1.6% | +231.3% | -232.9% | -64.6% |
| All | -1.6% | +234.8% | -236.4% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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