-33.6%
CLX vs BUD
+48.7%
-82.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -3.5% | +0.8% | -4.3% | -3.8% |
| 30D | -11.9% | -4.8% | -7.1% | -10.4% |
| 3M | -2.6% | +1.4% | -4.0% | -3.2% |
| 6M | -18.2% | +9.9% | -28.0% | -20.8% |
| YTD | -5.9% | +26.3% | -32.3% | -12.3% |
| 1Y | -23.8% | +36.1% | -60.0% | -30.4% |
| 3Y | -33.6% | +48.6% | -82.2% | -43.3% |
| All | -33.6% | +48.7% | -82.2% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling