+29.3%
CLX vs GEN
+151.0%
-121.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +1.0% |
| 7D | +13.6% | +1.0% | +12.6% | +13.6% |
| 30D | +29.1% | +29.1% | 0.0% | +26.8% |
| 3M | +1.6% | +2.9% | -1.3% | +1.1% |
| 6M | +18.7% | +33.6% | -14.9% | +16.3% |
| YTD | +11.1% | +12.0% | -1.0% | +9.7% |
| 1Y | +7.0% | +16.2% | -9.2% | +5.5% |
| 3Y | -10.0% | +65.1% | -75.1% | -12.9% |
| 5Y | -22.6% | +33.3% | -55.9% | -25.0% |
| 10Y | +29.3% | +149.7% | -120.3% | +17.7% |
| All | +29.3% | +151.0% | -121.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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