+31.8%
CLX vs IBN
+385.6%
-353.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | +9.5% | +1.9% | +7.6% | +9.4% |
| 30D | +30.7% | +22.1% | +8.6% | +29.4% |
| 3M | +4.2% | +17.1% | -12.9% | +3.4% |
| 6M | +22.1% | +35.5% | -13.4% | +20.4% |
| YTD | +14.1% | +16.8% | -2.7% | +13.0% |
| 1Y | +10.3% | +12.4% | -2.1% | +9.4% |
| 3Y | -7.8% | +58.0% | -65.8% | -9.5% |
| 5Y | -20.8% | +73.7% | -94.6% | -22.5% |
| All | +31.8% | +385.6% | -353.8% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling