-2.4%
CLX vs APTV
-18.0%
+15.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -2.1% |
| 7D | -4.9% | -1.2% | -3.8% | -4.9% |
| 30D | -15.8% | -10.6% | -5.2% | -15.5% |
| 3M | -7.9% | -35.0% | +27.1% | -6.7% |
| 6M | -19.0% | -38.9% | +19.9% | -17.9% |
| YTD | -7.9% | -41.5% | +33.6% | -6.5% |
| 1Y | -25.4% | -45.8% | +20.4% | -24.0% |
| 3Y | -35.0% | -55.7% | +20.7% | -33.8% |
| 5Y | -36.8% | -70.1% | +33.4% | -35.8% |
| All | -2.4% | -18.0% | +15.7% | -2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling