+34.0%
CLSK vs XOP
+53.5%
-19.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.8% |
| 7D | +7.7% | +2.6% | +5.1% | +7.7% |
| 30D | +12.2% | +9.6% | +2.6% | +11.8% |
| 3M | -15.5% | +20.4% | -35.8% | -15.9% |
| 6M | +39.3% | +19.9% | +19.4% | +29.5% |
| YTD | +35.1% | +56.4% | -21.3% | -0.8% |
| 1Y | +34.0% | +52.4% | -18.4% | +1.2% |
| All | +34.0% | +53.5% | -19.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling