+6.9%
CLX vs ALLY
+0.1%
+6.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | -0.1% |
| 7D | +7.8% | -2.8% | +10.5% | +8.4% |
| 30D | +28.5% | +1.9% | +26.6% | +28.0% |
| 3M | +1.3% | -12.1% | +13.4% | +3.6% |
| 6M | +23.4% | -9.0% | +32.4% | +25.7% |
| YTD | +11.4% | -12.9% | +24.3% | +14.4% |
| 1Y | +6.9% | -0.1% | +7.0% | +5.2% |
| All | +6.9% | +0.1% | +6.8% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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