+148.7%
XLK vs CLSK
+6.4%
+142.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.8% | -5.5% | +0.5% |
| 7D | +0.2% | +7.7% | -7.5% | -0.7% |
| 30D | -0.6% | +12.2% | -12.9% | -2.3% |
| 3M | +2.6% | -15.5% | +18.0% | +3.6% |
| 6M | +34.0% | +39.3% | -5.4% | +27.1% |
| YTD | +30.7% | +35.1% | -4.4% | +23.1% |
| 1Y | +39.2% | +34.0% | +5.2% | +28.8% |
| 3Y | +120.4% | +226.3% | -105.8% | +58.8% |
| All | +148.7% | +6.4% | +142.3% | +80.3% |
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 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