+8.6%
CLX vs EMB
-0.3%
+8.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +2.6% |
| 7D | +8.5% | -0.7% | +9.2% | +9.8% |
| 30D | +30.0% | +0.5% | +29.5% | +28.9% |
| 3M | +3.8% | -2.5% | +6.3% | +7.8% |
| 6M | +24.6% | -2.0% | +26.6% | +28.6% |
| YTD | +12.8% | -0.9% | +13.6% | +16.2% |
| 1Y | +8.6% | -0.3% | +8.9% | +10.6% |
| All | +8.6% | -0.3% | +8.9% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling