-60.8%
CLSK vs GIS
-15.4%
-45.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +6.8% |
| 7D | +7.7% | -6.4% | +14.1% | +7.0% |
| 30D | +12.2% | -6.1% | +18.3% | +11.6% |
| 3M | -15.5% | +7.8% | -23.3% | -15.3% |
| 6M | +39.3% | -8.8% | +48.1% | +39.1% |
| YTD | +35.1% | -19.1% | +54.2% | +34.5% |
| 1Y | +34.0% | -24.8% | +58.8% | +33.5% |
| 3Y | +226.3% | -37.6% | +263.8% | +222.8% |
| 5Y | +6.4% | -25.4% | +31.8% | +1.3% |
| All | -60.8% | -15.4% | -45.5% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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