-5.6%
CLX vs AU
+42.5%
-48.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.0% | -2.3% | +4.9% |
| 7D | +14.2% | +0.8% | +13.4% | +14.0% |
| 30D | +22.7% | -7.0% | +29.6% | +23.3% |
| 3M | -2.8% | +8.5% | -11.3% | -3.6% |
| 6M | +17.7% | -1.3% | +19.0% | +17.0% |
| YTD | +3.3% | +6.8% | -3.4% | +4.9% |
| 1Y | -5.6% | +44.6% | -50.2% | -4.0% |
| All | -5.6% | +42.5% | -48.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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