+42.0%
SOFI vs CLSK
-54.8%
+96.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.8% |
| YTD | -33.8% | +35.1% | -68.9% | -43.3% |
| 1Y | -33.3% | +34.0% | -67.3% | -44.7% |
| 3Y | +94.6% | +226.3% | -131.6% | -9.4% |
| 5Y | +13.3% | +6.4% | +6.9% | -36.3% |
| All | +42.0% | -54.8% | +96.8% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling