+82.3%
IVV vs CLSK
+2.1%
+80.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | -0.4% | +17.2% | -17.6% | -1.7% |
| 30D | -1.4% | +14.6% | -16.0% | -2.7% |
| 3M | +3.7% | -16.8% | +20.5% | +4.4% |
| 6M | +13.0% | +38.2% | -25.1% | +8.6% |
| YTD | +12.4% | +31.2% | -18.8% | +7.6% |
| 1Y | +18.6% | +37.3% | -18.7% | +11.5% |
| 3Y | +78.1% | +201.8% | -123.7% | +40.0% |
| 5Y | +82.3% | -1.6% | +83.8% | +42.3% |
| All | +82.3% | +2.1% | +80.2% | +42.3% |
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