+229.3%
XLI vs CLSK
-63.3%
+292.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.7% |
| 7D | -2.3% | +1.7% | -4.0% | -2.3% |
| 30D | -8.2% | +11.1% | -19.3% | -8.3% |
| 3M | +0.8% | -14.1% | +14.9% | +0.8% |
| 6M | +0.8% | +32.9% | -32.1% | +0.2% |
| YTD | +10.5% | +26.5% | -16.0% | +9.8% |
| 1Y | +14.1% | +27.6% | -13.5% | +13.2% |
| 3Y | +68.6% | +190.9% | -122.3% | +64.2% |
| 5Y | +80.4% | -0.4% | +80.8% | +75.6% |
| All | +229.3% | -63.3% | +292.6% | +219.2% |
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 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