+226.3%
CLSK vs ED
+33.0%
+193.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.0% | +6.7% |
| 7D | +7.7% | -0.8% | +8.5% | +7.2% |
| 30D | +12.2% | -0.4% | +12.6% | +12.0% |
| 3M | -15.5% | +0.5% | -15.9% | -15.0% |
| 6M | +39.3% | -3.1% | +42.5% | +38.4% |
| YTD | +35.1% | +9.8% | +25.2% | +41.8% |
| 1Y | +34.0% | +12.6% | +21.4% | +42.9% |
| 3Y | +226.3% | +31.4% | +194.9% | +239.8% |
| All | +226.3% | +33.0% | +193.2% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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