+2,737.8%
CLX vs BEN
+5,193.4%
-2,455.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +7.8% | +7.2% | +0.6% | +6.4% |
| 30D | +28.5% | +14.1% | +14.4% | +25.4% |
| 3M | +1.3% | +9.9% | -8.6% | -0.4% |
| 6M | +23.4% | +17.4% | +6.0% | +19.6% |
| YTD | +11.4% | +57.3% | -45.9% | +2.1% |
| 1Y | +6.9% | +66.9% | -60.0% | -3.1% |
| 3Y | -9.8% | +85.7% | -95.5% | -21.1% |
| 5Y | -22.7% | +31.2% | -53.9% | -29.1% |
| 10Y | +28.7% | +61.0% | -32.3% | +7.9% |
| All | +2,737.8% | +5,193.4% | -2,455.6% | +984.3% |
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 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