-4.4%
CLX vs AEE
+191.1%
-195.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -5.7% | -0.8% | -4.9% | -5.4% |
| 30D | -17.0% | -2.9% | -14.1% | -16.1% |
| 3M | -9.7% | -2.4% | -7.3% | -8.9% |
| 6M | -19.8% | -2.7% | -17.1% | -19.1% |
| YTD | -9.8% | +7.3% | -17.1% | -12.5% |
| 1Y | -26.2% | +7.5% | -33.7% | -28.5% |
| 3Y | -36.2% | +46.2% | -82.4% | -45.4% |
| 5Y | -38.3% | +39.7% | -78.1% | -46.8% |
| All | -4.4% | +191.1% | -195.5% | -41.8% |
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