-55.4%
APP vs CLX
-6.5%
-48.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.7% | +5.0% | +10.6% |
| 7D | +4.5% | +14.2% | -9.7% | +4.9% |
| 30D | -3.6% | +22.7% | -26.3% | -2.7% |
| 3M | -35.3% | -2.8% | -32.5% | -37.0% |
| 6M | -42.8% | +17.7% | -60.5% | -40.9% |
| YTD | -59.7% | +3.3% | -63.0% | -59.9% |
| 1Y | -55.4% | -5.6% | -49.7% | -55.6% |
| All | -55.4% | -6.5% | -48.8% | -55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling