+5.4%
CLSK vs D
+8.5%
-3.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +6.1% |
| 7D | +21.9% | +0.8% | +21.1% | +21.7% |
| 30D | +9.6% | -0.7% | +10.3% | +9.8% |
| 3M | -18.4% | +2.1% | -20.5% | -19.0% |
| 6M | +46.4% | +6.8% | +39.5% | +43.2% |
| YTD | +33.2% | +16.5% | +16.7% | +27.4% |
| 1Y | +47.0% | +19.2% | +27.8% | +40.2% |
| 3Y | +206.4% | +61.9% | +144.5% | +161.9% |
| 5Y | +5.4% | +6.5% | -1.1% | -1.8% |
| All | +5.4% | +8.5% | -3.2% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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