+29.3%
CLX vs AMC
-98.7%
+128.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.0% |
| 7D | +13.6% | +5.5% | +8.2% | +13.6% |
| 30D | +29.1% | +16.1% | +12.9% | +28.9% |
| 3M | +1.6% | +43.0% | -41.4% | +1.3% |
| 6M | +18.7% | +130.7% | -111.9% | +17.8% |
| YTD | +11.1% | +121.8% | -110.7% | +10.2% |
| 1Y | +7.0% | +40.7% | -33.7% | +6.5% |
| 3Y | -10.0% | -56.8% | +46.8% | -10.1% |
| 5Y | -22.6% | -99.1% | +76.5% | -21.2% |
| 10Y | +29.3% | -98.7% | +128.0% | +32.6% |
| All | +29.3% | -98.7% | +128.0% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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