+226.3%
CLSK vs ZBH
-20.7%
+246.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +6.5% |
| 7D | +7.7% | -4.7% | +12.4% | +8.9% |
| 30D | +12.2% | -4.5% | +16.7% | +13.0% |
| 3M | -15.5% | +7.6% | -23.0% | -18.9% |
| 6M | +39.3% | +0.3% | +39.1% | +37.3% |
| YTD | +35.1% | +4.5% | +30.5% | +30.6% |
| 1Y | +34.0% | -9.4% | +43.4% | +36.4% |
| 3Y | +226.3% | -21.5% | +247.7% | +255.8% |
| All | +226.3% | -20.7% | +246.9% | +255.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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