+10.3%
CLX vs FIGR
-30.4%
+40.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +2.9% | +1.2% |
| 7D | +9.5% | +11.0% | -1.5% | +9.6% |
| 30D | +30.7% | +0.7% | +30.0% | +30.6% |
| 3M | +4.2% | -20.9% | +25.1% | +4.0% |
| 6M | +22.1% | -37.7% | +59.9% | +21.0% |
| YTD | +14.1% | -38.2% | +52.3% | +12.3% |
| 1Y | +10.3% | -27.1% | +37.4% | +10.1% |
| All | +10.3% | -30.4% | +40.7% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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