+30.3%
SCHD vs CLSK
+35.0%
-4.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.8% |
| 7D | -0.3% | +8.8% | -9.1% | -0.3% |
| 30D | +3.4% | -6.0% | +9.4% | +3.5% |
| 3M | +7.6% | -24.4% | +32.0% | +8.1% |
| 6M | +12.2% | +19.0% | -6.9% | +11.3% |
| YTD | +29.0% | +25.4% | +3.6% | +27.4% |
| 1Y | +30.3% | +39.8% | -9.5% | +31.0% |
| All | +30.3% | +35.0% | -4.7% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling