+6.9%
CLX vs APTV
-52.3%
+59.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +7.8% | -8.9% | +16.7% | +8.0% |
| 30D | +28.5% | -9.5% | +38.0% | +28.8% |
| 3M | +1.3% | -20.6% | +21.9% | +1.5% |
| 6M | +23.4% | -28.9% | +52.2% | +20.2% |
| YTD | +11.4% | -48.2% | +59.6% | +10.6% |
| 1Y | +6.9% | -51.7% | +58.6% | +8.6% |
| All | +6.9% | -52.3% | +59.2% | +8.6% |
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 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