+5.9%
CLX vs ALK
-4.9%
+10.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +7.1% | -1.5% | +4.0% |
| 7D | +17.4% | +8.9% | +8.5% | +15.1% |
| 30D | +27.8% | +5.9% | +21.8% | +25.6% |
| 3M | +3.0% | -16.5% | +19.5% | +5.7% |
| 6M | +17.5% | +2.1% | +15.4% | +15.8% |
| YTD | +10.0% | -17.1% | +27.1% | +9.0% |
| All | +5.9% | -4.9% | +10.8% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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