+6.0%
CLSK vs RGEN
-44.2%
+50.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.6% |
| 7D | +7.7% | -1.4% | +9.2% | +8.6% |
| 30D | +12.2% | -0.3% | +12.5% | +12.4% |
| 3M | -15.5% | +23.9% | -39.3% | -27.0% |
| 6M | +39.3% | +38.5% | +0.8% | +11.2% |
| YTD | +35.1% | +0.8% | +34.3% | +30.7% |
| 1Y | +34.0% | +38.2% | -4.2% | +5.8% |
| 3Y | +226.3% | +1.3% | +225.0% | +184.5% |
| All | +6.0% | -44.2% | +50.1% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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