-58.1%
CLSK vs IJR
+24.2%
-82.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.3% | -17.9% | -19.6% |
| 7D | -20.7% | +2.3% | -23.0% | -25.7% |
| 30D | -45.5% | +2.8% | -48.3% | -49.4% |
| 3M | -52.0% | -4.6% | -47.4% | -46.2% |
| 6M | -47.0% | +5.7% | -52.6% | -53.7% |
| YTD | -32.8% | +19.9% | -52.7% | -56.6% |
| 1Y | -58.1% | +24.2% | -82.2% | -74.9% |
| All | -58.1% | +24.2% | -82.3% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling