+6.0%
CLSK vs JCI
+111.7%
-105.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.2% | +4.6% | +4.3% |
| 7D | +7.7% | +0.7% | +7.0% | +7.0% |
| 30D | +12.2% | -4.4% | +16.7% | +18.3% |
| 3M | -15.5% | +1.7% | -17.1% | -17.9% |
| 6M | +39.3% | +8.8% | +30.6% | +23.5% |
| YTD | +35.1% | +22.6% | +12.4% | +2.3% |
| 1Y | +34.0% | +36.2% | -2.2% | -10.4% |
| 3Y | +226.3% | +168.0% | +58.2% | -2.6% |
| All | +6.0% | +111.7% | -105.8% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling