-42.2%
DIS vs CLSK
+2.1%
-44.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.7% |
| 7D | -3.5% | +17.2% | -20.7% | -5.1% |
| 30D | +1.0% | +14.6% | -13.6% | -0.7% |
| 3M | +5.7% | -16.8% | +22.5% | +6.3% |
| 6M | +3.3% | +38.2% | -34.9% | -2.0% |
| YTD | -7.7% | +31.2% | -39.0% | -13.0% |
| 1Y | -10.0% | +37.3% | -47.3% | -17.2% |
| 3Y | +31.7% | +201.8% | -170.1% | -7.0% |
| 5Y | -42.2% | -1.6% | -40.6% | -61.9% |
| All | -42.2% | +2.1% | -44.3% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLSK.
Daily Out/Under-Performance
Portfolio return minus CLSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLSK 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 CLSK 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