-33.6%
CLX vs HRB
+28.7%
-62.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -0.9% |
| 7D | -3.5% | -9.1% | +5.5% | -2.6% |
| 30D | -11.9% | +0.3% | -12.1% | -12.0% |
| 3M | -2.6% | +23.4% | -26.0% | -4.9% |
| 6M | -18.2% | +45.1% | -63.3% | -21.4% |
| YTD | -5.9% | +8.9% | -14.8% | -6.3% |
| 1Y | -23.8% | -7.9% | -15.9% | -22.3% |
| 3Y | -33.6% | +27.9% | -61.5% | -34.7% |
| All | -33.6% | +28.7% | -62.3% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling