-46.3%
CLSK vs ROIV
+280.9%
-327.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | +0.6% |
| 7D | +20.4% | +9.2% | +11.2% | +16.9% |
| 30D | -32.6% | +19.9% | -52.5% | -36.9% |
| 3M | -43.8% | +10.6% | -54.4% | -46.0% |
| 6M | -49.2% | +36.1% | -85.3% | -54.8% |
| YTD | -32.4% | +84.3% | -116.7% | -45.5% |
| 1Y | -48.7% | +87.6% | -136.3% | -58.8% |
| 3Y | +82.9% | +353.9% | -271.0% | +13.5% |
| 5Y | -68.1% | +376.1% | -444.1% | -84.7% |
| All | -46.3% | +280.9% | -327.1% | -69.9% |
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