+79.5%
CLSK vs ROIV
+362.8%
-283.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | +2.3% |
| 7D | +20.4% | +9.2% | +11.2% | +13.1% |
| 30D | -32.6% | +19.9% | -52.5% | -41.2% |
| 3M | -43.8% | +10.6% | -54.4% | -48.7% |
| 6M | -49.2% | +36.1% | -85.3% | -61.3% |
| YTD | -32.4% | +84.3% | -116.7% | -60.1% |
| 1Y | -48.7% | +87.6% | -136.3% | -70.1% |
| All | +79.5% | +362.8% | -283.3% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling