-0.4%
CLSK vs EXC
+44.3%
-44.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.4% |
| 7D | +1.7% | -1.6% | +3.4% | +2.2% |
| 30D | +11.1% | -2.4% | +13.5% | +11.8% |
| 3M | -14.1% | -4.0% | -10.1% | -13.8% |
| 6M | +32.9% | -9.8% | +42.7% | +35.7% |
| YTD | +26.5% | +2.3% | +24.2% | +23.4% |
| 1Y | +27.6% | +3.8% | +23.8% | +24.6% |
| 3Y | +190.9% | +19.7% | +171.2% | +161.7% |
| 5Y | -0.4% | +45.6% | -46.0% | -20.3% |
| All | -0.4% | +44.3% | -44.7% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling