+6.0%
CLSK vs WAB
+221.8%
-215.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +5.5% |
| 7D | +7.7% | +0.1% | +7.6% | +7.7% |
| 30D | +12.2% | -4.1% | +16.3% | +18.3% |
| 3M | -15.5% | +8.2% | -23.6% | -25.3% |
| 6M | +39.3% | +15.4% | +23.9% | +12.7% |
| YTD | +35.1% | +33.1% | +1.9% | -10.3% |
| 1Y | +34.0% | +48.1% | -14.0% | -22.8% |
| 3Y | +226.3% | +167.7% | +58.5% | -15.1% |
| All | +6.0% | +221.8% | -215.8% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 5y: compounded portfolio wealth divided by compounded WAB 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…
5y analysis · Full analysis span regression · 6 months rolling