+34.0%
CLSK vs JCI
+36.0%
-1.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.2% | +4.6% | +5.0% |
| 7D | +7.7% | +0.7% | +7.0% | +7.2% |
| 30D | +12.2% | -4.4% | +16.7% | +16.4% |
| 3M | -15.5% | +1.7% | -17.1% | -17.1% |
| 6M | +39.3% | +8.8% | +30.6% | +28.4% |
| YTD | +35.1% | +22.6% | +12.4% | +13.4% |
| 1Y | +34.0% | +36.2% | -2.2% | +0.3% |
| All | +34.0% | +36.0% | -1.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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