+31.8%
CLX vs A
+302.9%
-271.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | +9.5% | -0.5% | +10.0% | +9.6% |
| 30D | +30.7% | 0.0% | +30.7% | +30.6% |
| 3M | +4.2% | +16.7% | -12.5% | +1.4% |
| 6M | +22.1% | +54.8% | -32.7% | +12.8% |
| YTD | +14.1% | +28.8% | -14.7% | +8.5% |
| 1Y | +10.3% | +19.3% | -9.0% | +6.4% |
| 3Y | -7.8% | +65.5% | -73.3% | -17.3% |
| 5Y | -20.8% | +12.1% | -32.9% | -25.5% |
| All | +31.8% | +302.9% | -271.1% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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