+226.3%
CLSK vs OTIS
-12.3%
+238.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.8% | +5.0% | +5.6% |
| 7D | +7.7% | -3.0% | +10.7% | +9.8% |
| 30D | +12.2% | -6.0% | +18.3% | +16.7% |
| 3M | -15.5% | -0.9% | -14.6% | -16.8% |
| 6M | +39.3% | -17.3% | +56.7% | +59.3% |
| YTD | +35.1% | -19.6% | +54.6% | +54.9% |
| 1Y | +34.0% | -21.0% | +55.0% | +56.5% |
| 3Y | +226.3% | -12.1% | +238.3% | +246.9% |
| All | +226.3% | -12.3% | +238.5% | +246.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling