+6.9%
CLX vs AVTR
+36.7%
-29.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.2% |
| 7D | +7.8% | +0.5% | +7.3% | +7.7% |
| 30D | +28.5% | +1.5% | +27.0% | +28.2% |
| 3M | +1.3% | +14.2% | -12.9% | 0.0% |
| 6M | +23.4% | +97.4% | -74.0% | +15.8% |
| YTD | +11.4% | +37.3% | -25.9% | +6.4% |
| 1Y | +6.9% | +36.8% | -29.9% | +2.1% |
| All | +6.9% | +36.7% | -29.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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