-22.9%
CLX vs HRB
+141.1%
-164.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +13.6% | -4.0% | +17.7% | +14.2% |
| 30D | +29.1% | +15.8% | +13.3% | +26.7% |
| 3M | +1.6% | +12.0% | -10.4% | -0.1% |
| 6M | +18.7% | +40.7% | -22.0% | +13.5% |
| YTD | +11.1% | +21.0% | -9.9% | +8.2% |
| 1Y | +7.0% | +11.7% | -4.7% | +5.3% |
| 3Y | -10.0% | +25.0% | -35.0% | -13.6% |
| All | -22.9% | +141.1% | -164.0% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling