+6.0%
CLSK vs DRI
+65.5%
-59.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +5.9% |
| 7D | +7.7% | -3.2% | +10.9% | +10.6% |
| 30D | +12.2% | -7.8% | +20.0% | +19.2% |
| 3M | -15.5% | +0.4% | -15.8% | -18.2% |
| 6M | +39.3% | +4.8% | +34.5% | +29.0% |
| YTD | +35.1% | +16.7% | +18.3% | +10.0% |
| 1Y | +34.0% | +1.5% | +32.5% | +22.8% |
| 3Y | +226.3% | +56.3% | +170.0% | +68.2% |
| All | +6.0% | +65.5% | -59.5% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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