+206.4%
CLSK vs IBB
+64.8%
+141.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.4% | +9.6% |
| 7D | +21.9% | -1.7% | +23.5% | +24.7% |
| 30D | +9.6% | +4.9% | +4.7% | -0.4% |
| 3M | -18.4% | +24.2% | -42.6% | -46.0% |
| 6M | +46.4% | +23.8% | +22.5% | -2.2% |
| YTD | +33.2% | +23.0% | +10.2% | -9.2% |
| 1Y | +47.0% | +46.2% | +0.8% | -25.9% |
| 3Y | +206.4% | +64.8% | +141.5% | +32.3% |
| All | +206.4% | +64.8% | +141.5% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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