-8.0%
CLSK vs DOCS
-73.4%
+65.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +2.0% |
| 7D | +8.8% | -1.4% | +10.3% | +9.5% |
| 30D | -6.0% | +21.8% | -27.8% | -16.5% |
| 3M | -24.4% | +27.3% | -51.7% | -34.5% |
| 6M | +19.0% | -0.3% | +19.4% | +11.1% |
| YTD | +25.4% | -40.5% | +65.9% | +44.2% |
| 1Y | +39.8% | -61.5% | +101.3% | +97.2% |
| 3Y | +177.7% | +8.2% | +169.5% | +94.6% |
| All | -8.0% | -73.4% | +65.4% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling