+6.0%
CLSK vs NI
+96.9%
-90.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +7.7% | 0.0% | +7.7% | +7.7% |
| 30D | +12.2% | -1.4% | +13.6% | +13.3% |
| 3M | -15.5% | -10.6% | -4.9% | -10.2% |
| 6M | +39.3% | -9.3% | +48.7% | +46.3% |
| YTD | +35.1% | +1.1% | +33.9% | +34.0% |
| 1Y | +34.0% | +3.4% | +30.6% | +32.2% |
| 3Y | +226.3% | +67.9% | +158.4% | +151.3% |
| All | +6.0% | +96.9% | -90.9% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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