+180.1%
CLSK vs DOCS
+9.5%
+170.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +1.4% |
| 7D | +8.8% | -1.4% | +10.3% | +9.2% |
| 30D | -6.0% | +21.8% | -27.8% | -11.3% |
| 3M | -24.4% | +27.3% | -51.7% | -29.7% |
| 6M | +19.0% | -0.3% | +19.4% | +16.1% |
| YTD | +25.4% | -40.5% | +65.9% | +40.2% |
| 1Y | +39.8% | -61.5% | +101.3% | +79.7% |
| All | +180.1% | +9.5% | +170.7% | +149.5% |
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