-61.9%
CLSK vs WM
+275.1%
-337.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | +17.2% | -1.2% | +18.4% | +17.2% |
| 30D | +14.6% | -4.5% | +19.1% | +14.7% |
| 3M | -16.8% | -2.2% | -14.6% | -17.2% |
| 6M | +38.2% | -11.5% | +49.7% | +39.0% |
| YTD | +31.2% | -0.7% | +31.9% | +30.2% |
| 1Y | +37.3% | +0.3% | +37.0% | +35.9% |
| 3Y | +201.8% | +44.2% | +157.6% | +186.2% |
| 5Y | -1.6% | +51.6% | -53.2% | -6.6% |
| All | -61.9% | +275.1% | -337.0% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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