+160.2%
CLX vs APTV
+142.1%
+18.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +7.8% | -8.9% | +16.7% | +8.2% |
| 30D | +28.5% | -9.5% | +38.0% | +29.1% |
| 3M | +1.3% | -20.6% | +21.9% | +2.4% |
| 6M | +23.4% | -28.9% | +52.2% | +24.7% |
| YTD | +11.4% | -48.2% | +59.6% | +14.3% |
| 1Y | +6.9% | -51.7% | +58.6% | +10.1% |
| 3Y | -9.8% | -48.1% | +38.3% | -8.0% |
| 5Y | -22.7% | -76.7% | +54.0% | -19.4% |
| 10Y | +28.7% | -25.6% | +54.4% | +21.9% |
| All | +160.2% | +142.1% | +18.1% | +112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling