-7.8%
CLX vs HDB
-7.5%
-0.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | +9.5% | +2.7% | +6.8% | +9.1% |
| 30D | +30.7% | +14.1% | +16.6% | +28.6% |
| 3M | +4.2% | +11.8% | -7.6% | +2.8% |
| 6M | +22.1% | +8.2% | +13.9% | +20.7% |
| YTD | +14.1% | -29.3% | +43.4% | +14.5% |
| 1Y | +10.3% | -28.8% | +39.1% | +10.7% |
| 3Y | -7.8% | -7.5% | -0.3% | -4.8% |
| All | -7.8% | -7.5% | -0.3% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling