-21.8%
CLX vs HAS
+49.5%
-71.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.6% |
| 7D | +8.5% | +1.6% | +6.9% | +8.2% |
| 30D | +30.0% | +26.6% | +3.4% | +24.9% |
| 3M | +3.8% | +29.0% | -25.2% | -0.6% |
| 6M | +24.6% | +30.6% | -6.0% | +18.7% |
| YTD | +12.8% | +51.5% | -38.8% | +4.7% |
| 1Y | +8.6% | +58.5% | -49.9% | +0.1% |
| 3Y | -8.6% | +214.1% | -222.8% | -26.9% |
| 5Y | -21.8% | +50.2% | -72.0% | -25.8% |
| All | -21.8% | +49.5% | -71.3% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling