+123.3%
CLX vs APTV
+194.6%
-71.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -1.4% |
| 7D | -9.2% | +4.8% | -14.0% | -9.4% |
| 30D | -11.0% | +2.0% | -13.0% | -11.1% |
| 3M | +5.0% | -34.2% | +39.3% | +7.0% |
| 6M | -18.8% | -34.7% | +15.8% | -17.5% |
| YTD | -4.4% | -37.0% | +32.6% | -2.7% |
| 1Y | -21.9% | -40.4% | +18.5% | -20.3% |
| 3Y | -32.8% | -54.1% | +21.4% | -31.0% |
| 5Y | -34.6% | -68.0% | +33.5% | -32.7% |
| 10Y | -4.7% | -15.5% | +10.8% | -10.0% |
| All | +123.3% | +194.6% | -71.2% | +80.5% |
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 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