+226.3%
CLSK vs JHX
-4.5%
+230.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.0% | +5.8% | +6.4% |
| 7D | +7.7% | -6.3% | +14.0% | +10.5% |
| 30D | +12.2% | -7.7% | +20.0% | +15.8% |
| 3M | -15.5% | +19.2% | -34.6% | -21.6% |
| 6M | +39.3% | +38.3% | +1.1% | +21.8% |
| YTD | +35.1% | +37.2% | -2.1% | +18.6% |
| 1Y | +34.0% | +42.3% | -8.3% | +16.1% |
| 3Y | +226.3% | -4.4% | +230.7% | +244.8% |
| All | +226.3% | -4.5% | +230.7% | +244.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 3y: compounded portfolio wealth divided by compounded JHX 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…
3y analysis · Full analysis span regression · 6 months rolling