-61.9%
CLSK vs XOP
+53.9%
-115.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | +17.2% | +1.0% | +16.3% | +16.8% |
| 30D | +14.6% | +10.8% | +3.7% | +10.3% |
| 3M | -16.8% | +19.5% | -36.3% | -22.7% |
| 6M | +38.2% | +21.6% | +16.6% | +25.7% |
| YTD | +31.2% | +55.8% | -24.6% | +8.8% |
| 1Y | +37.3% | +54.6% | -17.3% | +14.3% |
| 3Y | +201.8% | +36.6% | +165.2% | +164.4% |
| 5Y | -1.6% | +160.6% | -162.2% | -24.9% |
| All | -61.9% | +53.9% | -115.9% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling