+31.8%
CLX vs BN
+290.8%
-259.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.4% |
| 7D | +9.5% | -1.0% | +10.5% | +9.6% |
| 30D | +30.7% | +14.0% | +16.7% | +28.7% |
| 3M | +4.2% | -9.0% | +13.2% | +5.3% |
| 6M | +22.1% | -8.8% | +30.9% | +23.3% |
| YTD | +14.1% | -10.3% | +24.3% | +15.1% |
| 1Y | +10.3% | -5.8% | +16.1% | +10.7% |
| 3Y | -7.8% | +94.8% | -102.6% | -14.7% |
| 5Y | -20.8% | +31.5% | -52.3% | -25.1% |
| All | +31.8% | +290.8% | -259.1% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling