-35.1%
CLX vs AHR
+364.8%
-399.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -3.5% | -3.4% | -0.1% | -3.1% |
| 30D | -11.9% | -3.8% | -8.1% | -11.5% |
| 3M | -2.6% | +20.1% | -22.7% | -5.2% |
| 6M | -18.2% | +7.1% | -25.2% | -19.2% |
| YTD | -5.9% | +17.2% | -23.1% | -8.0% |
| 1Y | -23.8% | +30.4% | -54.2% | -26.7% |
| All | -35.1% | +364.8% | -399.9% | -45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling