+6.0%
CLSK vs XHB
+33.0%
-27.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +4.6% |
| 7D | +7.7% | -4.6% | +12.4% | +14.6% |
| 30D | +12.2% | -9.1% | +21.4% | +26.8% |
| 3M | -15.5% | -8.6% | -6.9% | -7.3% |
| 6M | +39.3% | -4.0% | +43.4% | +43.3% |
| YTD | +35.1% | -3.9% | +39.0% | +35.3% |
| 1Y | +34.0% | -16.5% | +50.5% | +63.4% |
| 3Y | +226.3% | +22.6% | +203.7% | +119.8% |
| All | +6.0% | +33.0% | -27.1% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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