+5.4%
CLSK vs ROIV
+316.9%
-311.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +18.8% | -12.5% | -0.4% |
| 7D | +21.9% | +20.2% | +1.7% | +13.8% |
| 30D | +9.6% | +14.1% | -4.6% | +4.4% |
| 3M | -18.4% | +45.6% | -64.0% | -28.6% |
| 6M | +46.4% | +44.1% | +2.2% | +28.2% |
| YTD | +33.2% | +91.2% | -58.0% | +6.4% |
| 1Y | +47.0% | +221.3% | -174.3% | -0.4% |
| 3Y | +206.4% | +229.2% | -22.8% | +102.9% |
| 5Y | +5.4% | +316.5% | -311.1% | -54.0% |
| All | +5.4% | +316.9% | -311.5% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling