-23.8%
CLX vs GEN
+2.7%
-26.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.2% | -1.2% |
| 7D | -3.5% | -0.7% | -2.8% | -3.4% |
| 30D | -11.9% | +2.6% | -14.5% | -12.2% |
| 3M | -2.6% | +15.8% | -18.4% | -5.1% |
| 6M | -18.2% | +33.1% | -51.3% | -21.0% |
| YTD | -5.9% | +11.3% | -17.2% | -5.3% |
| 1Y | -23.8% | +1.7% | -25.5% | -21.9% |
| All | -23.8% | +2.7% | -26.6% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling