-12.7%
CLX vs GEN
+79.4%
-92.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.6% |
| 7D | +13.6% | +2.3% | +11.3% | +13.3% |
| 30D | +23.4% | +33.1% | -9.7% | +18.6% |
| 3M | -2.8% | +6.5% | -9.3% | -4.0% |
| 6M | +14.0% | +53.8% | -39.8% | +7.8% |
| YTD | +4.2% | +11.2% | -7.1% | +2.0% |
| 1Y | -1.2% | +19.4% | -20.6% | -4.0% |
| 3Y | -12.7% | +81.0% | -93.7% | -23.5% |
| All | -12.7% | +79.4% | -92.1% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling