+2,547.7%
CLX vs HAS
+4,678.1%
-2,130.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | +12.4% | 0.0% | +12.5% | +12.5% |
| 30D | +21.1% | +31.3% | -10.2% | +16.8% |
| 3M | -3.3% | +32.1% | -35.4% | -6.9% |
| 6M | +18.8% | +28.1% | -9.3% | +14.7% |
| YTD | +3.9% | +49.1% | -45.2% | -1.8% |
| 1Y | -3.8% | +60.5% | -64.3% | -10.0% |
| 3Y | -10.5% | +183.9% | -194.4% | -23.2% |
| 5Y | -26.7% | +51.2% | -77.9% | -32.5% |
| 10Y | +19.9% | +105.3% | -85.4% | +1.7% |
| All | +2,547.7% | +4,678.1% | -2,130.4% | +1,066.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling