+42.9%
CLSK vs DOCS
+47.6%
-4.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -2.0% | +10.5% | +8.8% |
| 7D | -19.7% | -0.8% | -18.9% | -19.7% |
| 30D | -46.5% | +17.4% | -63.9% | -48.2% |
| 3M | -51.7% | +57.4% | -109.0% | -56.6% |
| 6M | -57.5% | +26.5% | -84.1% | -60.5% |
| YTD | -39.1% | -26.6% | -12.5% | -35.1% |
| 1Y | -60.0% | -48.1% | -11.9% | -52.8% |
| 3Y | +42.9% | +52.6% | -9.7% | +30.1% |
| All | +42.9% | +47.6% | -4.6% | +30.1% |
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