-1.6%
CLSK vs IBB
+20.0%
-21.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | +0.2% |
| 7D | +17.2% | -3.9% | +21.1% | +25.7% |
| 30D | +14.6% | +2.7% | +11.8% | +6.6% |
| 3M | -16.8% | +21.4% | -38.2% | -45.6% |
| 6M | +38.2% | +20.1% | +18.1% | -7.6% |
| YTD | +31.2% | +21.9% | +9.4% | -14.4% |
| 1Y | +37.3% | +44.1% | -6.8% | -35.8% |
| 3Y | +201.8% | +63.4% | +138.5% | +14.5% |
| 5Y | -1.6% | +19.8% | -21.3% | -25.6% |
| All | -1.6% | +20.0% | -21.5% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling