+2,336.0%
CLX vs GEN
+8,838.8%
-6,502.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.2% |
| 7D | -9.2% | -1.2% | -8.0% | -9.2% |
| 30D | -11.0% | +10.1% | -21.2% | -11.6% |
| 3M | +5.0% | +16.1% | -11.0% | +4.1% |
| 6M | -18.8% | +38.9% | -57.7% | -20.5% |
| YTD | -4.4% | +14.4% | -18.8% | -5.4% |
| 1Y | -21.9% | +5.9% | -27.7% | -22.3% |
| 3Y | -32.8% | +58.8% | -91.5% | -35.0% |
| 5Y | -34.6% | +24.7% | -59.2% | -36.3% |
| 10Y | -4.7% | +163.1% | -167.8% | -12.7% |
| All | +2,336.0% | +8,838.8% | -6,502.9% | +1,460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling