+6.0%
CLSK vs XYZ
-68.2%
+74.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.7% |
| 7D | +7.7% | -4.3% | +12.0% | +11.2% |
| 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% | +16.5% |
| YTD | +35.1% | +21.7% | +13.4% | +10.4% |
| 1Y | +34.0% | +6.7% | +27.3% | +22.4% |
| 3Y | +226.3% | +46.8% | +179.4% | +123.4% |
| All | +6.0% | -68.2% | +74.1% | +159.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling