+226.3%
CLSK vs VALE
+45.4%
+180.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +7.1% |
| 7D | +7.7% | -0.3% | +8.0% | +8.1% |
| 30D | +12.2% | +8.6% | +3.6% | +4.5% |
| 3M | -15.5% | +2.0% | -17.4% | -16.9% |
| 6M | +39.3% | +2.1% | +37.2% | +36.9% |
| YTD | +35.1% | +20.2% | +14.9% | +17.4% |
| 1Y | +34.0% | +55.2% | -21.1% | -4.4% |
| 3Y | +226.3% | +45.9% | +180.4% | +147.0% |
| All | +226.3% | +45.4% | +180.9% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 3y: compounded portfolio wealth divided by compounded VALE 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…
3y analysis · Full analysis span regression · 6 months rolling