+216.9%
CLSK vs EXC
+20.6%
+196.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | +17.2% | +0.3% | +16.9% | +17.2% |
| 30D | +14.6% | -0.9% | +15.4% | +14.5% |
| 3M | -16.8% | -2.7% | -14.2% | -17.2% |
| 6M | +38.2% | -9.4% | +47.6% | +38.4% |
| YTD | +31.2% | +3.0% | +28.2% | +29.7% |
| 1Y | +37.3% | +5.1% | +32.2% | +37.1% |
| All | +216.9% | +20.6% | +196.3% | +207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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