-25.4%
CLX vs BEN
+45.3%
-70.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.9% |
| 7D | -4.9% | +3.4% | -8.3% | -5.5% |
| 30D | -15.8% | +1.8% | -17.6% | -16.0% |
| 3M | -7.9% | +8.4% | -16.3% | -9.2% |
| 6M | -19.0% | +35.6% | -54.7% | -24.2% |
| YTD | -7.9% | +46.4% | -54.3% | -15.1% |
| 1Y | -25.4% | +46.3% | -71.7% | -31.3% |
| All | -25.4% | +45.3% | -70.7% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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