+75.6%
IVV vs CLSK
-66.3%
+142.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.2% | -3.9% | +0.9% |
| 7D | -0.9% | +1.6% | -2.5% | -1.2% |
| 30D | -2.3% | -32.9% | +30.6% | +0.3% |
| 3M | -1.2% | -40.0% | +38.9% | +2.0% |
| 6M | +3.3% | -51.7% | +55.0% | +7.7% |
| YTD | +12.3% | -31.7% | +44.0% | +12.6% |
| 1Y | +12.5% | -50.8% | +63.3% | +15.1% |
| 3Y | +79.2% | +84.8% | -5.6% | +45.5% |
| 5Y | +75.6% | -67.8% | +143.5% | +55.6% |
| All | +75.6% | -66.3% | +142.0% | +55.6% |
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