-5.6%
CLX vs APTV
-46.4%
+40.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.6% | +1.1% | +5.6% |
| 7D | +14.2% | -1.9% | +16.0% | +14.1% |
| 30D | +22.7% | -1.4% | +24.1% | +22.6% |
| 3M | -2.8% | -9.3% | +6.6% | -2.8% |
| 6M | +17.7% | -27.3% | +45.0% | +15.5% |
| YTD | +3.3% | -43.1% | +46.5% | +2.6% |
| 1Y | -5.6% | -46.5% | +40.9% | -4.5% |
| All | -5.6% | -46.4% | +40.7% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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