+81.4%
CLSK vs DOCS
+38.9%
+42.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.7% | +4.7% |
| 7D | +1.6% | -4.2% | +5.8% | +2.5% |
| 30D | -32.9% | +8.6% | -41.5% | -33.9% |
| 3M | -40.0% | +27.2% | -67.2% | -43.0% |
| 6M | -51.7% | +26.5% | -78.2% | -54.9% |
| YTD | -31.7% | -25.0% | -6.7% | -27.3% |
| 1Y | -50.8% | -37.0% | -13.8% | -44.7% |
| All | +81.4% | +38.9% | +42.5% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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