+2,737.8%
CLX vs BN
+15,947.2%
-13,209.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +7.8% | -2.4% | +10.2% | +8.2% |
| 30D | +28.5% | +13.5% | +15.0% | +26.2% |
| 3M | +1.3% | -5.9% | +7.3% | +2.2% |
| 6M | +23.4% | -8.9% | +32.3% | +25.0% |
| YTD | +11.4% | -7.9% | +19.2% | +12.4% |
| 1Y | +6.9% | -8.3% | +15.2% | +7.9% |
| 3Y | -9.8% | +100.8% | -110.5% | -19.6% |
| 5Y | -22.7% | +38.2% | -60.9% | -28.3% |
| 10Y | +28.7% | +302.3% | -273.6% | -1.9% |
| All | +2,737.8% | +15,947.2% | -13,209.3% | +1,422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling