+0.5%
CLSK vs ROIV
+289.9%
-289.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -2.9% |
| 7D | +1.7% | +19.0% | -17.2% | -4.7% |
| 30D | +11.1% | +16.1% | -5.0% | +5.1% |
| 3M | -14.1% | +44.1% | -58.2% | -24.7% |
| 6M | +32.9% | +37.8% | -4.9% | +18.0% |
| YTD | +26.5% | +88.7% | -62.2% | +1.3% |
| 1Y | +27.6% | +197.3% | -169.7% | -11.7% |
| 3Y | +190.9% | +224.9% | -34.0% | +92.7% |
| 5Y | -0.4% | +311.0% | -311.4% | -51.2% |
| All | +0.5% | +289.9% | -289.4% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling