-24.7%
CLX vs BN
-13.5%
-11.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -5.9% | -5.9% | 0.0% | -4.6% |
| 30D | -17.0% | -15.1% | -2.0% | -14.2% |
| 3M | -9.6% | -14.6% | +5.0% | -6.8% |
| 6M | -21.5% | -8.4% | -13.1% | -19.9% |
| YTD | -8.8% | -16.8% | +8.0% | -7.3% |
| 1Y | -24.7% | -14.4% | -10.3% | -23.4% |
| All | -24.7% | -13.5% | -11.1% | -23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling