+616.7%
ADI vs CLX
-2.6%
+619.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | +1.3% | -5.9% | +7.2% | +2.2% |
| 30D | -6.0% | -17.0% | +11.1% | -3.4% |
| 3M | -7.7% | -9.6% | +1.9% | -6.6% |
| 6M | +14.0% | -21.5% | +35.5% | +17.8% |
| YTD | +34.4% | -8.8% | +43.2% | +35.6% |
| 1Y | +48.0% | -24.7% | +72.6% | +53.7% |
| 3Y | +113.3% | -35.6% | +148.9% | +125.5% |
| 5Y | +131.1% | -37.6% | +168.7% | +142.0% |
| All | +616.7% | -2.6% | +619.3% | +537.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling