+29.3%
CLX vs ATI
+1,024.4%
-995.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.0% |
| 7D | +13.6% | +1.3% | +12.3% | +13.6% |
| 30D | +29.1% | -4.8% | +33.8% | +29.1% |
| 3M | +1.6% | -19.9% | +21.5% | +2.0% |
| 6M | +18.7% | +15.4% | +3.4% | +18.2% |
| YTD | +11.1% | +59.2% | -48.1% | +10.1% |
| 1Y | +7.0% | +86.3% | -79.3% | +5.8% |
| 3Y | -10.0% | +318.2% | -328.2% | -12.7% |
| 5Y | -22.6% | +958.6% | -981.3% | -25.7% |
| 10Y | +29.3% | +996.8% | -967.4% | +22.2% |
| All | +29.3% | +1,024.4% | -995.1% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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