+226.3%
CLSK vs HCA
+59.6%
+166.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.4% | +5.4% | +6.9% |
| 7D | +7.7% | +5.4% | +2.3% | +8.1% |
| 30D | +12.2% | +3.0% | +9.3% | +12.5% |
| 3M | -15.5% | +13.0% | -28.5% | -15.1% |
| 6M | +39.3% | -20.3% | +59.6% | +43.0% |
| YTD | +35.1% | -8.2% | +43.3% | +36.8% |
| 1Y | +34.0% | +6.7% | +27.3% | +34.8% |
| 3Y | +226.3% | +60.4% | +165.9% | +176.0% |
| All | +226.3% | +59.6% | +166.6% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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