-26.2%
CLX vs AHR
+26.4%
-52.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | -5.7% | -2.1% | -3.6% | -5.4% |
| 30D | -17.0% | +1.9% | -18.9% | -17.2% |
| 3M | -9.7% | +15.7% | -25.3% | -11.6% |
| 6M | -19.8% | +2.5% | -22.3% | -21.1% |
| YTD | -9.8% | +15.0% | -24.9% | -9.8% |
| 1Y | -26.2% | +28.1% | -54.3% | -25.8% |
| All | -26.2% | +26.4% | -52.5% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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