-0.3%
CLSK vs ROIV
+232.7%
-233.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.3% |
| 7D | +8.8% | +0.6% | +8.2% | +8.6% |
| 30D | -6.0% | +1.0% | -7.0% | -6.3% |
| 3M | -24.4% | +18.3% | -42.7% | -28.6% |
| 6M | +19.0% | +18.3% | +0.7% | +12.1% |
| YTD | +25.4% | +61.0% | -35.6% | +6.6% |
| 1Y | +39.8% | +177.9% | -138.1% | -0.2% |
| 3Y | +177.7% | +199.1% | -21.4% | +91.2% |
| 5Y | -11.0% | +250.7% | -261.7% | -53.7% |
| All | -0.3% | +232.7% | -233.0% | -41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling