+226.3%
CLSK vs XYZ
+46.8%
+179.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.7% |
| 7D | +7.7% | -4.3% | +12.0% | +11.1% |
| 30D | +12.2% | +1.2% | +11.0% | +10.2% |
| 3M | -15.5% | +14.6% | -30.1% | -25.5% |
| 6M | +39.3% | +22.6% | +16.8% | +16.4% |
| YTD | +35.1% | +21.7% | +13.4% | +10.8% |
| 1Y | +34.0% | +6.7% | +27.3% | +23.6% |
| 3Y | +226.3% | +46.8% | +179.4% | +151.7% |
| All | +226.3% | +46.8% | +179.4% | +151.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling