+29.3%
CLX vs CPB
-40.9%
+70.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.5% |
| 7D | +13.6% | +2.9% | +10.8% | +12.3% |
| 30D | +29.1% | +17.6% | +11.5% | +20.8% |
| 3M | +1.6% | +2.0% | -0.5% | +0.1% |
| 6M | +18.7% | +11.6% | +7.1% | +12.6% |
| YTD | +11.1% | -13.8% | +24.9% | +16.4% |
| 1Y | +7.0% | -21.6% | +28.6% | +16.3% |
| 3Y | -10.0% | -35.8% | +25.8% | +4.4% |
| 5Y | -22.6% | -33.3% | +10.7% | -11.7% |
| 10Y | +29.3% | -39.4% | +68.8% | +38.0% |
| All | +29.3% | -40.9% | +70.2% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling