-63.3%
CLSK vs DUK
+135.3%
-198.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.7% |
| 7D | +1.7% | -1.7% | +3.4% | +1.6% |
| 30D | +11.1% | -2.2% | +13.4% | +10.9% |
| 3M | -14.1% | -3.7% | -10.4% | -14.3% |
| 6M | +32.9% | -6.3% | +39.3% | +32.4% |
| YTD | +26.5% | +4.5% | +22.0% | +26.9% |
| 1Y | +27.6% | +1.8% | +25.8% | +27.9% |
| 3Y | +190.9% | +46.8% | +144.1% | +192.4% |
| 5Y | -0.4% | +40.2% | -40.6% | +0.3% |
| All | -63.3% | +135.3% | -198.6% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 all: compounded portfolio wealth divided by compounded DUK 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…
all analysis · Full analysis span regression · 6 months rolling