-80.4%
CLSK vs URI
+1,202.5%
-1,282.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.5% |
| 7D | +20.4% | +9.3% | +11.1% | +15.5% |
| 30D | -32.6% | +7.6% | -40.2% | -34.3% |
| 3M | -43.8% | +1.0% | -44.9% | -43.6% |
| 6M | -49.2% | +19.8% | -69.1% | -53.3% |
| YTD | -32.4% | +41.9% | -74.3% | -44.1% |
| 1Y | -48.7% | +33.4% | -82.1% | -56.0% |
| 3Y | +82.9% | +156.0% | -73.1% | +22.1% |
| 5Y | -68.1% | +209.5% | -277.6% | -80.2% |
| All | -80.4% | +1,202.5% | -1,282.9% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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