+2,737.8%
CLX vs CPB
+349.9%
+2,387.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.7% |
| 7D | +7.8% | -4.1% | +11.8% | +9.3% |
| 30D | +28.5% | +16.9% | +11.6% | +21.6% |
| 3M | +1.3% | -0.6% | +1.9% | +1.0% |
| 6M | +23.4% | +11.4% | +12.0% | +18.0% |
| YTD | +11.4% | -14.8% | +26.2% | +16.5% |
| 1Y | +6.9% | -24.8% | +31.7% | +16.5% |
| 3Y | -9.8% | -36.6% | +26.8% | +3.0% |
| 5Y | -22.7% | -33.3% | +10.7% | -13.3% |
| 10Y | +28.7% | -40.4% | +69.1% | +45.3% |
| All | +2,737.8% | +349.9% | +2,387.9% | +1,498.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling