-8.0%
CLSK vs QLD
+121.5%
-129.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.5% |
| 7D | +8.8% | +0.6% | +8.3% | +8.4% |
| 30D | -6.0% | -0.1% | -5.9% | -5.7% |
| 3M | -24.4% | -8.4% | -16.0% | -17.4% |
| 6M | +19.0% | +32.2% | -13.2% | -12.6% |
| YTD | +25.4% | +28.9% | -3.5% | -4.6% |
| 1Y | +39.8% | +43.8% | -4.1% | -4.4% |
| 3Y | +177.7% | +176.6% | +1.1% | -7.4% |
| All | -8.0% | +121.5% | -129.6% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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