-3.3%
CLX vs BTI
+72.6%
-75.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -5.9% | -2.0% | -3.9% | -5.5% |
| 30D | -17.0% | -3.4% | -13.6% | -16.5% |
| 3M | -9.6% | -9.0% | -0.6% | -8.0% |
| 6M | -21.5% | -5.0% | -16.5% | -20.9% |
| YTD | -8.8% | -0.3% | -8.5% | -8.9% |
| 1Y | -24.7% | +3.1% | -27.8% | -25.2% |
| 3Y | -35.6% | +111.0% | -146.6% | -44.3% |
| 5Y | -37.6% | +117.0% | -154.7% | -46.3% |
| All | -3.3% | +72.6% | -75.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling