+41.8%
SCHD vs CLSK
-58.7%
+100.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -16.6% | +18.4% | +1.7% |
| 7D | +3.2% | -20.7% | +23.9% | +3.1% |
| 30D | +10.7% | -45.5% | +56.2% | +10.6% |
| 3M | +7.8% | -52.0% | +59.8% | +7.8% |
| 6M | +16.7% | -47.0% | +63.7% | +16.3% |
| YTD | +35.3% | -32.8% | +68.1% | +33.2% |
| 1Y | +41.8% | -58.1% | +99.8% | +40.3% |
| All | +41.8% | -58.7% | +100.5% | +40.3% |
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 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