-60.8%
CLSK vs SRE
+132.9%
-193.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +7.1% |
| 7D | +7.7% | -0.8% | +8.6% | +8.1% |
| 30D | +12.2% | -3.0% | +15.2% | +13.4% |
| 3M | -15.5% | -8.3% | -7.2% | -12.8% |
| 6M | +39.3% | -8.9% | +48.3% | +43.6% |
| YTD | +35.1% | -4.3% | +39.3% | +36.9% |
| 1Y | +34.0% | +2.7% | +31.3% | +33.1% |
| 3Y | +226.3% | +28.7% | +197.6% | +203.2% |
| 5Y | +6.4% | +47.1% | -40.8% | -1.4% |
| All | -60.8% | +132.9% | -193.7% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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