+7.3%
CLX vs FND
+68.8%
-61.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.3% |
| 7D | +7.8% | -4.4% | +12.2% | +8.2% |
| 30D | +28.5% | +14.5% | +14.0% | +26.9% |
| 3M | +1.3% | -15.6% | +16.9% | +2.7% |
| 6M | +23.4% | +4.7% | +18.7% | +22.6% |
| YTD | +11.4% | -16.1% | +27.5% | +12.4% |
| 1Y | +6.9% | -16.0% | +22.9% | +7.8% |
| 3Y | -9.8% | -35.5% | +25.7% | -8.3% |
| 5Y | -22.7% | -60.5% | +37.8% | -21.1% |
| All | +7.3% | +68.8% | -61.5% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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