+1,039.2%
CLSK vs OTIS
+91.3%
+947.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.8% | +5.0% | +5.2% |
| 7D | +7.7% | -3.0% | +10.7% | +10.6% |
| 30D | +12.2% | -6.0% | +18.3% | +18.1% |
| 3M | -15.5% | -0.9% | -14.6% | -16.7% |
| 6M | +39.3% | -17.3% | +56.7% | +62.0% |
| YTD | +35.1% | -19.6% | +54.6% | +58.4% |
| 1Y | +34.0% | -21.0% | +55.0% | +59.9% |
| 3Y | +226.3% | -12.1% | +238.3% | +247.4% |
| 5Y | +6.4% | -17.1% | +23.5% | +18.1% |
| All | +1,039.2% | +91.3% | +947.9% | +696.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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