+6.0%
CLSK vs DOW
-37.7%
+43.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.1% | +8.9% | +8.1% |
| 7D | +7.7% | -1.4% | +9.1% | +8.6% |
| 30D | +12.2% | -3.9% | +16.2% | +14.5% |
| 3M | -15.5% | -12.7% | -2.8% | -9.7% |
| 6M | +39.3% | -13.7% | +53.0% | +39.4% |
| YTD | +35.1% | +28.4% | +6.7% | -4.9% |
| 1Y | +34.0% | +21.8% | +12.3% | -2.4% |
| 3Y | +226.3% | -35.7% | +262.0% | +342.6% |
| All | +6.0% | -37.7% | +43.7% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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