+226.3%
CLSK vs EFV
+90.2%
+136.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +4.4% |
| 7D | +7.7% | -0.8% | +8.5% | +9.7% |
| 30D | +12.2% | +0.6% | +11.6% | +10.8% |
| 3M | -15.5% | +7.5% | -23.0% | -27.2% |
| 6M | +39.3% | +13.0% | +26.3% | +9.5% |
| YTD | +35.1% | +18.3% | +16.8% | -2.3% |
| 1Y | +34.0% | +26.7% | +7.3% | -16.2% |
| 3Y | +226.3% | +89.6% | +136.7% | -26.1% |
| All | +226.3% | +90.2% | +136.0% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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