+6.0%
CLSK vs GEN
+22.3%
-16.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.0% | +5.8% | +6.3% |
| 7D | +7.7% | -1.3% | +9.0% | +8.4% |
| 30D | +12.2% | +6.1% | +6.1% | +8.0% |
| 3M | -15.5% | +27.0% | -42.4% | -28.3% |
| 6M | +39.3% | +43.9% | -4.5% | +7.1% |
| YTD | +35.1% | +13.0% | +22.1% | +21.0% |
| 1Y | +34.0% | +4.0% | +30.0% | +26.9% |
| 3Y | +226.3% | +66.2% | +160.1% | +123.5% |
| All | +6.0% | +22.3% | -16.3% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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