+467.2%
CLSK vs JEPI
+93.8%
+373.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +4.8% |
| 7D | +7.7% | -1.0% | +8.7% | +11.0% |
| 30D | +12.2% | -1.4% | +13.7% | +16.9% |
| 3M | -15.5% | +3.5% | -19.0% | -24.4% |
| 6M | +39.3% | +1.9% | +37.4% | +31.8% |
| YTD | +35.1% | +4.4% | +30.6% | +20.2% |
| 1Y | +34.0% | +7.2% | +26.8% | +11.6% |
| 3Y | +226.3% | +29.8% | +196.5% | +71.0% |
| 5Y | +6.4% | +41.7% | -35.3% | -50.9% |
| All | +467.2% | +93.8% | +373.4% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling