+46.3%
XLU vs CLSK
+211.4%
-165.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.1% | -0.5% |
| 7D | -1.6% | +7.7% | -9.3% | -1.8% |
| 30D | -3.3% | +12.2% | -15.5% | -3.6% |
| 3M | -3.2% | -15.5% | +12.3% | -3.0% |
| 6M | -7.0% | +39.3% | -46.3% | -8.2% |
| YTD | +0.6% | +35.1% | -34.4% | -0.9% |
| 1Y | +2.4% | +34.0% | -31.6% | +0.8% |
| 3Y | +46.3% | +226.3% | -180.0% | +30.5% |
| All | +46.3% | +211.4% | -165.1% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling