+6.0%
CLSK vs ITUB
+186.2%
-180.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.4% | +6.4% | +6.6% |
| 7D | +7.7% | +2.2% | +5.5% | +6.1% |
| 30D | +12.2% | +12.6% | -0.4% | +3.3% |
| 3M | -15.5% | +6.4% | -21.9% | -18.6% |
| 6M | +39.3% | +0.6% | +38.8% | +39.4% |
| YTD | +35.1% | +18.8% | +16.2% | +21.7% |
| 1Y | +34.0% | +31.0% | +3.0% | +13.5% |
| 3Y | +226.3% | +118.1% | +108.2% | +99.8% |
| All | +6.0% | +186.2% | -180.2% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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