+206.4%
CLSK vs OVV
+47.2%
+159.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.6% |
| 7D | +21.9% | -3.7% | +25.6% | +23.5% |
| 30D | +9.6% | +8.0% | +1.6% | +6.0% |
| 3M | -18.4% | +11.3% | -29.7% | -22.7% |
| 6M | +46.4% | +24.0% | +22.4% | +28.6% |
| YTD | +33.2% | +65.3% | -32.1% | +1.2% |
| 1Y | +47.0% | +60.2% | -13.2% | +12.5% |
| 3Y | +206.4% | +46.9% | +159.4% | +136.0% |
| All | +206.4% | +47.2% | +159.1% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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