+2,336.0%
CLX vs HRB
+3,357.9%
-1,021.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.7% |
| 7D | -9.2% | -5.7% | -3.6% | -8.4% |
| 30D | -11.0% | +7.9% | -19.0% | -12.3% |
| 3M | +5.0% | +32.1% | -27.1% | +0.4% |
| 6M | -18.8% | +62.2% | -81.1% | -25.2% |
| YTD | -4.4% | +16.4% | -20.8% | -7.8% |
| 1Y | -21.9% | -0.3% | -21.6% | -22.9% |
| 3Y | -32.8% | +36.0% | -68.8% | -37.4% |
| 5Y | -34.6% | +125.2% | -159.8% | -44.4% |
| 10Y | -4.7% | +237.7% | -242.4% | -28.6% |
| All | +2,336.0% | +3,357.9% | -1,021.9% | +686.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling