+29.3%
CLX vs EMB
+31.5%
-2.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +13.6% | +0.5% | +13.1% | +13.5% |
| 30D | +29.1% | +0.9% | +28.2% | +28.7% |
| 3M | +1.6% | -2.1% | +3.7% | +2.4% |
| 6M | +18.7% | -2.2% | +20.9% | +19.7% |
| YTD | +11.1% | -0.6% | +11.7% | +11.5% |
| 1Y | +7.0% | +0.2% | +6.8% | +7.1% |
| 3Y | -10.0% | +29.5% | -39.5% | -16.5% |
| 5Y | -22.6% | +8.0% | -30.6% | -26.1% |
| 10Y | +29.3% | +35.3% | -6.0% | +11.6% |
| All | +29.3% | +31.5% | -2.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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