-5.6%
CLX vs HAS
+66.3%
-72.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.1% | +2.7% | +5.0% |
| 7D | +14.2% | +2.4% | +11.7% | +13.6% |
| 30D | +22.7% | +31.6% | -8.9% | +15.6% |
| 3M | -2.8% | +33.9% | -36.6% | -8.7% |
| 6M | +17.7% | +31.4% | -13.7% | +10.4% |
| YTD | +3.3% | +51.6% | -48.3% | -5.8% |
| 1Y | -5.6% | +65.2% | -70.8% | -17.8% |
| All | -5.6% | +66.3% | -72.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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