-21.9%
CLX vs AU
+100.5%
-122.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.2% |
| 7D | -9.2% | -3.6% | -5.6% | -9.0% |
| 30D | -11.0% | +23.9% | -34.9% | -12.2% |
| 3M | +5.0% | +19.1% | -14.0% | +4.0% |
| 6M | -18.8% | -0.2% | -18.7% | -19.5% |
| YTD | -4.4% | +32.5% | -36.9% | -3.2% |
| 1Y | -21.9% | +96.9% | -118.8% | -13.0% |
| All | -21.9% | +100.5% | -122.3% | -13.0% |
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