+1,394.8%
SOXX vs CLSK
-60.8%
+1,455.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.6% |
| 7D | +1.4% | +7.7% | -6.3% | +1.1% |
| 30D | -3.6% | +12.2% | -15.8% | -4.0% |
| 3M | -10.2% | -15.5% | +5.3% | -9.8% |
| 6M | +54.2% | +39.3% | +14.9% | +52.5% |
| YTD | +75.2% | +35.1% | +40.1% | +73.0% |
| 1Y | +107.5% | +34.0% | +73.5% | +104.3% |
| 3Y | +226.8% | +226.3% | +0.5% | +210.6% |
| 5Y | +251.2% | +6.4% | +244.8% | +234.4% |
| All | +1,394.8% | -60.8% | +1,455.6% | +1,274.3% |
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 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