+10.3%
CLX vs FND
-24.7%
+35.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.8% |
| 7D | +9.5% | -6.8% | +16.3% | +11.7% |
| 30D | +30.7% | +8.0% | +22.7% | +27.4% |
| 3M | +4.2% | -18.9% | +23.2% | +9.5% |
| 6M | +22.1% | +4.7% | +17.4% | +19.7% |
| YTD | +14.1% | -21.6% | +35.7% | +18.0% |
| 1Y | +10.3% | -22.0% | +32.3% | +13.9% |
| All | +10.3% | -24.7% | +35.0% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling