+28.7%
CLX vs AMBA
+7.9%
+20.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | +0.2% |
| 7D | +7.8% | +2.6% | +5.2% | +7.8% |
| 30D | +28.5% | -3.6% | +32.1% | +28.5% |
| 3M | +1.3% | -24.6% | +25.9% | +1.4% |
| 6M | +23.4% | -21.6% | +45.0% | +23.5% |
| YTD | +11.4% | -11.8% | +23.2% | +11.3% |
| 1Y | +6.9% | -33.2% | +40.1% | +7.1% |
| 3Y | -9.8% | +24.5% | -34.3% | -11.0% |
| 5Y | -22.7% | -67.7% | +45.0% | -24.0% |
| 10Y | +28.7% | +4.7% | +24.0% | +21.0% |
| All | +28.7% | +7.9% | +20.9% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling