+30.3%
CLX vs AEE
+219.0%
-188.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.2% |
| 7D | +8.5% | +0.6% | +7.9% | +8.3% |
| 30D | +30.0% | +8.8% | +21.2% | +25.8% |
| 3M | +3.8% | +5.1% | -1.3% | +1.8% |
| 6M | +24.6% | +5.2% | +19.5% | +22.1% |
| YTD | +12.8% | +16.1% | -3.3% | +6.2% |
| 1Y | +8.6% | +10.4% | -1.8% | +4.2% |
| 3Y | -8.6% | +63.1% | -71.8% | -25.0% |
| 5Y | -21.8% | +55.6% | -77.3% | -35.1% |
| All | +30.3% | +219.0% | -188.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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