+369.1%
CLX vs AGI
+4,206.7%
-3,837.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.2% |
| 7D | +9.5% | -10.1% | +19.6% | +9.7% |
| 30D | +30.7% | -6.5% | +37.2% | +30.8% |
| 3M | +4.2% | -12.8% | +17.0% | +4.5% |
| 6M | +22.1% | -34.3% | +56.4% | +23.0% |
| YTD | +14.1% | -25.6% | +39.7% | +14.6% |
| 1Y | +10.3% | -14.2% | +24.5% | +10.5% |
| 3Y | -7.8% | +127.3% | -135.1% | -9.4% |
| 5Y | -20.8% | +241.8% | -262.6% | -23.0% |
| 10Y | +31.9% | +381.8% | -349.9% | +27.3% |
| All | +369.1% | +4,206.7% | -3,837.7% | +403.7% |
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