+29.3%
CLX vs ARWR
+1,055.7%
-1,026.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.0% |
| 7D | +13.6% | -17.7% | +31.3% | +14.2% |
| 30D | +29.1% | -21.9% | +51.0% | +29.8% |
| 3M | +1.6% | -44.5% | +46.1% | +3.1% |
| 6M | +18.7% | -32.6% | +51.3% | +19.7% |
| YTD | +11.1% | -26.2% | +37.3% | +11.6% |
| 1Y | +7.0% | +23.0% | -16.0% | +5.8% |
| 3Y | -10.0% | +81.8% | -91.7% | -13.2% |
| 5Y | -22.6% | -36.0% | +13.4% | -24.6% |
| 10Y | +29.3% | +1,039.5% | -1,010.2% | +17.1% |
| All | +29.3% | +1,055.7% | -1,026.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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