-6.7%
SBUX vs CLSK
+6.4%
-13.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.3% | -1.0% |
| 7D | -5.5% | +7.7% | -13.2% | -6.0% |
| 30D | -8.5% | +12.2% | -20.7% | -9.5% |
| 3M | -2.9% | -15.5% | +12.6% | -2.6% |
| 6M | -1.5% | +39.3% | -40.9% | -5.5% |
| YTD | +19.4% | +35.1% | -15.7% | +13.8% |
| 1Y | +22.9% | +34.0% | -11.1% | +15.4% |
| 3Y | +11.3% | +226.3% | -215.0% | -14.8% |
| All | -6.7% | +6.4% | -13.1% | -29.8% |
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