+34.0%
CLSK vs XRT
-1.4%
+35.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.4% | +5.4% | +5.3% |
| 7D | +7.7% | -3.2% | +10.9% | +11.4% |
| 30D | +12.2% | -4.5% | +16.7% | +16.9% |
| 3M | -15.5% | -3.1% | -12.4% | -15.2% |
| 6M | +39.3% | +4.2% | +35.1% | +24.2% |
| YTD | +35.1% | -0.1% | +35.2% | +29.8% |
| 1Y | +34.0% | -3.0% | +37.1% | +38.7% |
| All | +34.0% | -1.4% | +35.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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