+119.9%
SBUX vs CLSK
-60.8%
+180.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.3% | -0.6% |
| 7D | -5.5% | +7.7% | -13.2% | -5.6% |
| 30D | -8.5% | +12.2% | -20.7% | -8.7% |
| 3M | -2.9% | -15.5% | +12.6% | -2.8% |
| 6M | -1.5% | +39.3% | -40.9% | -2.3% |
| YTD | +19.4% | +35.1% | -15.7% | +18.3% |
| 1Y | +22.9% | +34.0% | -11.1% | +21.6% |
| 3Y | +11.3% | +226.3% | -215.0% | +7.6% |
| 5Y | -6.9% | +6.4% | -13.2% | -9.9% |
| All | +119.9% | -60.8% | +180.8% | +110.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling