+2,730.9%
CLX vs BEN
+5,192.0%
-2,461.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | +13.6% | +12.1% | +1.5% | +11.3% |
| 30D | +29.1% | +13.4% | +15.6% | +26.1% |
| 3M | +1.6% | +9.4% | -7.8% | -0.1% |
| 6M | +18.7% | +19.3% | -0.5% | +14.7% |
| YTD | +11.1% | +57.3% | -46.2% | +1.8% |
| 1Y | +7.0% | +69.1% | -62.1% | -3.2% |
| 3Y | -10.0% | +85.6% | -95.6% | -21.3% |
| 5Y | -22.6% | +32.9% | -55.6% | -29.2% |
| 10Y | +29.3% | +58.3% | -29.0% | +8.8% |
| All | +2,730.9% | +5,192.0% | -2,461.0% | +981.7% |
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