+6.0%
CLSK vs PSX
+362.1%
-356.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.4% | +6.4% | +6.6% |
| 7D | +7.7% | +1.7% | +6.0% | +7.0% |
| 30D | +12.2% | +15.6% | -3.4% | +5.3% |
| 3M | -15.5% | +46.5% | -61.9% | -28.9% |
| 6M | +39.3% | +55.0% | -15.7% | +12.3% |
| YTD | +35.1% | +105.3% | -70.2% | -5.5% |
| 1Y | +34.0% | +101.6% | -67.6% | -6.0% |
| 3Y | +226.3% | +134.1% | +92.1% | +110.1% |
| All | +6.0% | +362.1% | -356.2% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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