-25.1%
CLSK vs SOXQ
+286.7%
-311.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.8% | +5.0% | +4.7% |
| 7D | +7.7% | +0.8% | +7.0% | +6.9% |
| 30D | +12.2% | -4.6% | +16.8% | +19.3% |
| 3M | -15.5% | -10.2% | -5.3% | -6.2% |
| 6M | +39.3% | +49.7% | -10.3% | -20.3% |
| YTD | +35.1% | +67.2% | -32.2% | -32.1% |
| 1Y | +34.0% | +98.0% | -64.0% | -44.8% |
| 3Y | +226.3% | +237.2% | -10.9% | -35.9% |
| 5Y | +6.4% | +261.3% | -254.9% | -79.5% |
| All | -25.1% | +286.7% | -311.8% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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