+2,336.0%
CLX vs BEN
+4,913.3%
-2,577.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -1.9% |
| 7D | -9.2% | +0.2% | -9.5% | -9.3% |
| 30D | -11.0% | -0.5% | -10.5% | -11.0% |
| 3M | +5.0% | +9.7% | -4.7% | +3.1% |
| 6M | -18.8% | +33.9% | -52.7% | -23.3% |
| YTD | -4.4% | +49.0% | -53.4% | -11.5% |
| 1Y | -21.9% | +42.1% | -64.0% | -27.1% |
| 3Y | -32.8% | +51.9% | -84.6% | -39.0% |
| 5Y | -34.6% | +39.0% | -73.6% | -40.8% |
| 10Y | -4.7% | +57.9% | -62.6% | -20.0% |
| All | +2,336.0% | +4,913.3% | -2,577.3% | +840.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling