+226.3%
CLSK vs XOP
+36.3%
+190.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.7% |
| 7D | +7.7% | +2.6% | +5.1% | +5.9% |
| 30D | +12.2% | +9.6% | +2.6% | +5.2% |
| 3M | -15.5% | +20.4% | -35.8% | -26.7% |
| 6M | +39.3% | +19.9% | +19.4% | +14.7% |
| YTD | +35.1% | +56.4% | -21.3% | -14.4% |
| 1Y | +34.0% | +52.4% | -18.4% | -13.5% |
| 3Y | +226.3% | +39.9% | +186.4% | +118.2% |
| All | +226.3% | +36.3% | +190.0% | +118.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling