-60.8%
CLSK vs FIVE
+503.8%
-564.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.4% | +5.4% | +6.3% |
| 7D | +7.7% | -3.0% | +10.7% | +9.0% |
| 30D | +12.2% | +2.7% | +9.5% | +10.4% |
| 3M | -15.5% | +21.1% | -36.6% | -22.3% |
| 6M | +39.3% | +11.9% | +27.4% | +31.3% |
| YTD | +35.1% | +29.9% | +5.2% | +20.3% |
| 1Y | +34.0% | +67.8% | -33.8% | +8.5% |
| 3Y | +226.3% | +52.8% | +173.5% | +154.9% |
| 5Y | +6.4% | +31.3% | -24.9% | -12.6% |
| All | -60.8% | +503.8% | -564.6% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling