-7.8%
CLX vs ACI
-31.5%
+23.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.3% |
| 7D | +9.5% | +2.3% | +7.2% | +9.1% |
| 30D | +30.7% | +1.2% | +29.5% | +30.2% |
| 3M | +4.2% | +6.8% | -2.6% | +2.8% |
| 6M | +22.1% | -18.7% | +40.8% | +25.1% |
| YTD | +14.1% | -20.2% | +34.3% | +17.0% |
| 1Y | +10.3% | -23.7% | +34.0% | +13.9% |
| 3Y | -7.8% | -31.6% | +23.8% | -4.4% |
| All | -7.8% | -31.5% | +23.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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