+31.8%
CLX vs AMC
-98.8%
+130.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.2% |
| 7D | +9.5% | +3.5% | +6.0% | +9.5% |
| 30D | +30.7% | +12.5% | +18.2% | +30.6% |
| 3M | +4.2% | +23.6% | -19.3% | +4.0% |
| 6M | +22.1% | +144.4% | -122.2% | +21.1% |
| YTD | +14.1% | +108.3% | -94.3% | +13.2% |
| 1Y | +10.3% | +38.9% | -28.6% | +9.8% |
| 3Y | -7.8% | -58.9% | +51.1% | -7.9% |
| 5Y | -20.8% | -99.2% | +78.3% | -19.3% |
| All | +31.8% | -98.8% | +130.6% | +34.5% |
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