-4.4%
CLX vs AU
+699.0%
-703.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.2% |
| 7D | -5.7% | -4.3% | -1.4% | -5.5% |
| 30D | -17.0% | +7.3% | -24.3% | -17.3% |
| 3M | -9.7% | +26.3% | -36.0% | -10.7% |
| 6M | -19.8% | +1.8% | -21.6% | -20.2% |
| YTD | -9.8% | +26.8% | -36.7% | -11.0% |
| 1Y | -26.2% | +66.7% | -92.9% | -28.0% |
| 3Y | -36.2% | +579.1% | -615.3% | -42.4% |
| 5Y | -38.3% | +689.3% | -727.7% | -45.6% |
| All | -4.4% | +699.0% | -703.3% | -12.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling