-60.8%
CLSK vs IAU
+245.1%
-305.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.5% | +6.3% | +6.4% |
| 7D | +7.7% | -2.0% | +9.7% | +9.1% |
| 30D | +12.2% | -1.5% | +13.8% | +13.8% |
| 3M | -15.5% | +3.3% | -18.7% | -16.8% |
| 6M | +39.3% | -16.2% | +55.6% | +56.1% |
| YTD | +35.1% | +0.7% | +34.4% | +37.3% |
| 1Y | +34.0% | +19.2% | +14.8% | +25.0% |
| 3Y | +226.3% | +124.4% | +101.8% | +99.5% |
| 5Y | +6.4% | +140.0% | -133.7% | -38.1% |
| All | -60.8% | +245.1% | -305.9% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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