-60.8%
CLSK vs XYZ
+560.1%
-620.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.7% |
| 7D | +7.7% | -4.3% | +12.0% | +10.1% |
| 30D | +12.2% | +1.2% | +11.0% | +11.0% |
| 3M | -15.5% | +14.6% | -30.1% | -22.1% |
| 6M | +39.3% | +22.6% | +16.8% | +24.4% |
| YTD | +35.1% | +21.7% | +13.4% | +19.3% |
| 1Y | +34.0% | +6.7% | +27.3% | +27.7% |
| 3Y | +226.3% | +46.8% | +179.4% | +170.9% |
| 5Y | +6.4% | -68.0% | +74.4% | +43.6% |
| All | -60.8% | +560.1% | -620.9% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling