-61.9%
CLSK vs SSNC
+178.2%
-240.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.6% |
| 7D | +17.2% | -3.9% | +21.1% | +20.0% |
| 30D | +14.6% | -0.2% | +14.8% | +14.3% |
| 3M | -16.8% | +15.9% | -32.8% | -26.4% |
| 6M | +38.2% | +7.5% | +30.7% | +27.8% |
| YTD | +31.2% | -8.2% | +39.4% | +33.9% |
| 1Y | +37.3% | -9.3% | +46.7% | +41.3% |
| 3Y | +201.8% | +48.5% | +153.4% | +133.5% |
| 5Y | -1.6% | +16.0% | -17.6% | -11.5% |
| All | -61.9% | +178.2% | -240.1% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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