-12.7%
CLX vs DAR
+11.9%
-24.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | +13.6% | -9.9% | +23.5% | +13.7% |
| 30D | +23.4% | -16.4% | +39.7% | +23.7% |
| 3M | -2.8% | -17.1% | +14.2% | -2.7% |
| 6M | +14.0% | -20.5% | +34.5% | +14.3% |
| YTD | +4.2% | +39.4% | -35.2% | +0.3% |
| 1Y | -1.2% | +57.2% | -58.4% | -5.6% |
| 3Y | -12.7% | +13.9% | -26.5% | -14.9% |
| All | -12.7% | +11.9% | -24.5% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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