+431.1%
CLSK vs JEPI
+92.4%
+338.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.2% |
| 7D | +1.7% | -2.0% | +3.8% | +8.0% |
| 30D | +11.1% | -2.0% | +13.1% | +17.7% |
| 3M | -14.1% | +3.8% | -17.9% | -23.7% |
| 6M | +32.9% | +0.8% | +32.1% | +29.7% |
| YTD | +26.5% | +3.7% | +22.8% | +14.7% |
| 1Y | +27.6% | +7.1% | +20.5% | +6.5% |
| 3Y | +190.9% | +29.4% | +161.5% | +53.6% |
| 5Y | -0.4% | +40.8% | -41.1% | -53.2% |
| All | +431.1% | +92.4% | +338.7% | +72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling