+7.0%
CLX vs HAS
+63.0%
-56.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +13.6% | +3.3% | +10.4% | +12.8% |
| 30D | +29.1% | +30.5% | -1.5% | +21.7% |
| 3M | +1.6% | +29.9% | -28.3% | -4.2% |
| 6M | +18.7% | +26.5% | -7.8% | +12.4% |
| YTD | +11.1% | +51.9% | -40.8% | +0.3% |
| 1Y | +7.0% | +60.9% | -53.9% | -7.0% |
| All | +7.0% | +63.0% | -56.0% | -7.0% |
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