+15.4%
SOFI vs CLSK
+6.4%
+9.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.2% | -1.5% |
| 7D | -4.9% | +7.7% | -12.7% | -7.3% |
| 30D | -3.5% | +12.2% | -15.7% | -7.7% |
| 3M | +3.9% | -15.5% | +19.4% | +6.8% |
| 6M | -6.5% | +39.3% | -45.9% | -19.0% |
| YTD | -33.8% | +35.1% | -68.9% | -43.5% |
| 1Y | -33.3% | +34.0% | -67.3% | -44.9% |
| 3Y | +94.6% | +226.3% | -131.6% | -13.4% |
| All | +15.4% | +6.4% | +9.0% | -27.2% |
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