-23.9%
CLX vs HRB
-7.7%
-16.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.5% | -2.0% |
| 7D | -4.9% | -10.6% | +5.7% | -4.1% |
| 30D | -15.8% | -0.8% | -15.0% | -15.8% |
| 3M | -7.9% | +19.1% | -27.0% | -9.2% |
| 6M | -19.0% | +48.7% | -67.7% | -20.6% |
| YTD | -7.9% | +7.1% | -15.0% | -8.0% |
| All | -23.9% | -7.7% | -16.2% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling