+6.0%
CLSK vs PEG
+36.3%
-30.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.1% | +6.9% | +6.9% |
| 7D | +7.7% | -0.9% | +8.6% | +8.4% |
| 30D | +12.2% | -3.7% | +16.0% | +15.3% |
| 3M | -15.5% | -7.3% | -8.2% | -10.9% |
| 6M | +39.3% | -10.5% | +49.8% | +50.3% |
| YTD | +35.1% | -7.5% | +42.6% | +42.2% |
| 1Y | +34.0% | -8.7% | +42.7% | +42.7% |
| 3Y | +226.3% | +31.4% | +194.9% | +169.5% |
| All | +6.0% | +36.3% | -30.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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