+293.1%
CLX vs AGI
+5,459.2%
-5,166.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.3% |
| 7D | -9.2% | +0.6% | -9.8% | -9.2% |
| 30D | -11.0% | +18.2% | -29.3% | -11.4% |
| 3M | +5.0% | -4.1% | +9.2% | +5.0% |
| 6M | -18.8% | -28.7% | +9.9% | -18.4% |
| YTD | -4.4% | -4.0% | -0.4% | -4.5% |
| 1Y | -21.9% | +17.4% | -39.3% | -22.2% |
| 3Y | -32.8% | +203.0% | -235.8% | -34.3% |
| 5Y | -34.6% | +376.7% | -411.2% | -36.7% |
| 10Y | -4.7% | +407.5% | -412.2% | -8.4% |
| All | +293.1% | +5,459.2% | -5,166.1% | +320.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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