+42.9%
CLSK vs IP
+13.9%
+29.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.6% | +8.1% |
| 7D | -19.7% | -5.1% | -14.6% | -18.2% |
| 30D | -46.5% | +8.5% | -55.0% | -48.4% |
| 3M | -51.7% | -13.8% | -37.9% | -49.3% |
| 6M | -57.5% | +5.7% | -63.3% | -59.6% |
| YTD | -39.1% | -9.1% | -30.0% | -39.0% |
| 1Y | -60.0% | -0.8% | -59.2% | -61.7% |
| 3Y | +42.9% | +14.8% | +28.1% | +58.1% |
| All | +42.9% | +13.9% | +29.0% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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