+609.6%
VLO vs CLSK
-4.8%
+614.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.7% |
| 7D | +4.0% | +1.7% | +2.2% | +3.9% |
| 30D | +19.0% | +11.1% | +7.9% | +18.1% |
| 3M | +50.0% | -14.1% | +64.1% | +50.2% |
| 6M | +79.1% | +32.9% | +46.2% | +74.1% |
| YTD | +140.3% | +26.5% | +113.8% | +133.1% |
| 1Y | +148.3% | +27.6% | +120.7% | +138.5% |
| 3Y | +194.6% | +190.9% | +3.7% | +155.5% |
| 5Y | +609.6% | -0.4% | +610.0% | +495.2% |
| All | +609.6% | -4.8% | +614.3% | +495.2% |
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