+178.5%
CLX vs BUD
+201.1%
-22.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -9.2% | +0.3% | -9.5% | -9.3% |
| 30D | -11.0% | -5.7% | -5.4% | -10.2% |
| 3M | +5.0% | +3.1% | +1.9% | +4.5% |
| 6M | -18.8% | +7.9% | -26.7% | -19.9% |
| YTD | -4.4% | +27.3% | -31.7% | -8.0% |
| 1Y | -21.9% | +37.8% | -59.7% | -25.7% |
| 3Y | -32.8% | +49.8% | -82.6% | -37.1% |
| 5Y | -34.6% | +43.8% | -78.4% | -38.9% |
| 10Y | -4.7% | -22.6% | +17.9% | +0.4% |
| All | +178.5% | +201.1% | -22.6% | +109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling