-27.1%
CLX vs ACWI
+54.9%
-82.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.4% | +1.7% |
| 7D | +12.4% | -4.0% | +16.5% | +13.9% |
| 30D | +21.1% | -5.8% | +26.9% | +23.3% |
| 3M | -3.3% | -5.0% | +1.7% | -1.8% |
| 6M | +18.8% | +0.7% | +18.1% | +18.4% |
| YTD | +3.9% | +8.4% | -4.5% | +1.1% |
| 1Y | -3.8% | +10.1% | -13.9% | -6.8% |
| 3Y | -10.5% | +70.8% | -81.3% | -25.6% |
| All | -27.1% | +54.9% | -82.0% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling