+6.0%
CLSK vs EMB
+6.3%
-0.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.1% | +6.9% | +7.0% |
| 7D | +7.7% | -1.2% | +8.9% | +11.8% |
| 30D | +12.2% | -1.3% | +13.5% | +16.7% |
| 3M | -15.5% | -1.8% | -13.7% | -10.2% |
| 6M | +39.3% | +0.2% | +39.2% | +41.9% |
| YTD | +35.1% | +0.4% | +34.7% | +37.0% |
| 1Y | +34.0% | +2.8% | +31.2% | +26.9% |
| 3Y | +226.3% | +29.1% | +197.1% | +71.2% |
| All | +6.0% | +6.3% | -0.4% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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