-35.7%
CLX vs BB
-27.1%
-8.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -1.6% |
| 7D | -3.5% | +0.5% | -4.1% | -3.5% |
| 30D | -11.9% | -12.4% | +0.5% | -11.9% |
| 3M | -2.6% | -15.3% | +12.7% | -2.6% |
| 6M | -18.2% | +128.8% | -146.9% | -19.1% |
| YTD | -5.9% | +107.7% | -113.6% | -6.9% |
| 1Y | -23.8% | +103.9% | -127.7% | -24.7% |
| 3Y | -33.6% | +72.6% | -106.2% | -34.4% |
| 5Y | -35.7% | -24.3% | -11.4% | -37.5% |
| All | -35.7% | -27.1% | -8.6% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling