-61.9%
CLSK vs JCI
+304.1%
-366.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.7% |
| 7D | +17.2% | +4.1% | +13.1% | +14.0% |
| 30D | +14.6% | -3.8% | +18.4% | +17.9% |
| 3M | -16.8% | -1.6% | -15.2% | -16.1% |
| 6M | +38.2% | +9.5% | +28.7% | +28.1% |
| YTD | +31.2% | +21.7% | +9.5% | +11.7% |
| 1Y | +37.3% | +37.1% | +0.2% | +7.5% |
| 3Y | +201.8% | +165.2% | +36.6% | +55.7% |
| 5Y | -1.6% | +110.3% | -111.8% | -43.8% |
| All | -61.9% | +304.1% | -366.0% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling