+217.6%
CLX vs ACWI
+330.1%
-112.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.4% | +1.9% |
| 7D | +12.4% | -4.0% | +16.5% | +14.1% |
| 30D | +21.1% | -5.8% | +26.9% | +23.6% |
| 3M | -3.3% | -5.0% | +1.7% | -1.5% |
| 6M | +18.8% | +0.7% | +18.1% | +18.3% |
| YTD | +3.9% | +8.4% | -4.5% | +0.7% |
| 1Y | -3.8% | +10.1% | -13.9% | -7.3% |
| 3Y | -10.5% | +70.8% | -81.3% | -26.9% |
| 5Y | -26.7% | +55.4% | -82.0% | -38.6% |
| 10Y | +19.9% | +223.3% | -203.4% | -26.6% |
| All | +217.6% | +330.1% | -112.5% | +60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling