-12.7%
CLX vs BUD
+49.3%
-62.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.8% |
| 7D | +13.6% | +4.5% | +9.1% | +11.8% |
| 30D | +23.4% | +12.5% | +10.8% | +18.4% |
| 3M | -2.8% | 0.0% | -2.8% | -3.1% |
| 6M | +14.0% | +3.8% | +10.2% | +12.2% |
| YTD | +4.2% | +33.1% | -28.9% | -4.2% |
| 1Y | -1.2% | +35.5% | -36.7% | -9.6% |
| 3Y | -12.7% | +49.4% | -62.1% | -23.8% |
| All | -12.7% | +49.3% | -62.0% | -23.8% |
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