+85.4%
BE vs CLX
+9.5%
+75.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -4.5% |
| 7D | +10.8% | +9.5% | +1.3% | +14.3% |
| 30D | -19.8% | +30.7% | -50.5% | -10.6% |
| 3M | -18.7% | +4.2% | -23.0% | -19.1% |
| 6M | -33.7% | +22.1% | -55.9% | -28.1% |
| YTD | +121.0% | +14.1% | +106.9% | +147.3% |
| 1Y | +85.4% | +10.3% | +75.1% | +109.4% |
| All | +85.4% | +9.5% | +75.9% | +109.4% |
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