+512.5%
CLX vs HDB
+4,284.7%
-3,772.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.4% | +0.9% |
| 7D | +13.6% | +12.7% | +0.9% | +12.1% |
| 30D | +29.1% | +16.6% | +12.4% | +26.8% |
| 3M | +1.6% | +10.8% | -9.2% | +0.3% |
| 6M | +18.7% | +3.8% | +14.9% | +17.9% |
| YTD | +11.1% | -28.9% | +40.0% | +15.2% |
| 1Y | +7.0% | -28.0% | +35.0% | +10.7% |
| 3Y | -10.0% | -7.2% | -2.8% | -10.2% |
| 5Y | -22.6% | -22.2% | -0.4% | -21.8% |
| 10Y | +29.3% | +63.6% | -34.2% | +15.0% |
| All | +512.5% | +4,284.7% | -3,772.2% | +275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling