-25.4%
CLX vs AEIS
+85.4%
-110.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.2% |
| 7D | -4.9% | +6.5% | -11.4% | -4.8% |
| 30D | -15.8% | -9.2% | -6.6% | -15.9% |
| 3M | -7.9% | -8.3% | +0.4% | -8.5% |
| 6M | -19.0% | -6.3% | -12.7% | -19.3% |
| YTD | -7.9% | +36.5% | -44.4% | -5.1% |
| 1Y | -25.4% | +84.8% | -110.1% | -18.6% |
| All | -25.4% | +85.4% | -110.8% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling