+2,325.3%
CLX vs AZO
+42,241.4%
-39,916.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.9% |
| 7D | -4.9% | -0.8% | -4.1% | -4.8% |
| 30D | -15.8% | -5.1% | -10.7% | -15.1% |
| 3M | -7.9% | -7.2% | -0.7% | -6.8% |
| 6M | -19.0% | -20.7% | +1.7% | -15.9% |
| YTD | -7.9% | -14.2% | +6.2% | -5.7% |
| 1Y | -25.4% | -32.2% | +6.8% | -20.5% |
| 3Y | -35.0% | +11.1% | -46.2% | -36.6% |
| 5Y | -36.8% | +87.6% | -124.3% | -43.8% |
| 10Y | -1.4% | +302.9% | -304.4% | -24.8% |
| All | +2,325.3% | +42,241.4% | -39,916.1% | +932.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling