-63.6%
CLSK vs WM
+279.5%
-343.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | +8.8% | -0.3% | +9.1% | +8.8% |
| 30D | -6.0% | -2.4% | -3.6% | -6.0% |
| 3M | -24.4% | +0.4% | -24.8% | -24.8% |
| 6M | +19.0% | -9.5% | +28.5% | +19.6% |
| YTD | +25.4% | +0.5% | +24.9% | +24.4% |
| 1Y | +39.8% | -1.1% | +40.8% | +38.9% |
| 3Y | +177.7% | +46.0% | +131.6% | +163.2% |
| 5Y | -11.0% | +51.8% | -62.8% | -15.6% |
| All | -63.6% | +279.5% | -343.2% | -50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling