+226.3%
CLSK vs XEL
+46.5%
+179.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.8% |
| 7D | +7.7% | -0.3% | +8.0% | +7.8% |
| 30D | +12.2% | -3.9% | +16.2% | +13.4% |
| 3M | -15.5% | -2.8% | -12.6% | -15.0% |
| 6M | +39.3% | -5.4% | +44.7% | +40.9% |
| YTD | +35.1% | +3.8% | +31.3% | +33.8% |
| 1Y | +34.0% | +6.8% | +27.2% | +33.5% |
| 3Y | +226.3% | +45.6% | +180.7% | +219.7% |
| All | +226.3% | +46.5% | +179.8% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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