-7.8%
CLX vs BUD
+49.6%
-57.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.8% |
| 7D | +9.5% | +1.0% | +8.5% | +9.1% |
| 30D | +30.7% | +6.7% | +24.0% | +27.7% |
| 3M | +4.2% | +5.7% | -1.5% | +2.1% |
| 6M | +22.1% | +5.8% | +16.3% | +19.5% |
| YTD | +14.1% | +34.4% | -20.3% | +4.5% |
| 1Y | +10.3% | +33.3% | -23.0% | +1.2% |
| 3Y | -7.8% | +48.8% | -56.6% | -19.6% |
| All | -7.8% | +49.6% | -57.4% | -19.6% |
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