+227.7%
XLE vs CLSK
+2.1%
+225.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.9% |
| 7D | +0.3% | +17.2% | -16.9% | -0.4% |
| 30D | +8.5% | +14.6% | -6.1% | +7.7% |
| 3M | +14.6% | -16.8% | +31.5% | +15.0% |
| 6M | +17.6% | +38.2% | -20.6% | +14.6% |
| YTD | +48.1% | +31.2% | +16.9% | +44.1% |
| 1Y | +53.8% | +37.3% | +16.5% | +47.9% |
| 3Y | +56.2% | +201.8% | -145.6% | +35.2% |
| 5Y | +227.7% | -1.6% | +229.3% | +182.2% |
| All | +227.7% | +2.1% | +225.6% | +182.2% |
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