-22.6%
CLX vs AMBA
-69.7%
+47.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.2% |
| 7D | +9.5% | +2.7% | +6.8% | +9.5% |
| 30D | +30.7% | -2.2% | +32.9% | +30.7% |
| 3M | +4.2% | -26.6% | +30.9% | +4.4% |
| 6M | +22.1% | -26.8% | +48.9% | +22.4% |
| YTD | +14.1% | -15.1% | +29.2% | +13.9% |
| 1Y | +10.3% | -32.3% | +42.6% | +10.5% |
| 3Y | -7.8% | +19.8% | -27.6% | -10.3% |
| All | -22.6% | -69.7% | +47.1% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling