+474.4%
CLX vs HDB
+4,142.9%
-3,668.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | 0.0% |
| 7D | +13.6% | +13.3% | +0.2% | +11.9% |
| 30D | +23.4% | +13.6% | +9.8% | +21.5% |
| 3M | -2.8% | +5.8% | -8.6% | -3.5% |
| 6M | +14.0% | -1.9% | +15.9% | +14.0% |
| YTD | +4.2% | -31.2% | +35.4% | +8.4% |
| 1Y | -1.2% | -29.6% | +28.4% | +2.6% |
| 3Y | -12.7% | -10.1% | -2.6% | -12.6% |
| 5Y | -26.5% | -24.3% | -2.1% | -25.5% |
| 10Y | +20.2% | +59.3% | -39.1% | +7.2% |
| All | +474.4% | +4,142.9% | -3,668.6% | +253.2% |
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