+521.7%
CLX vs IBN
+1,532.9%
-1,011.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | -9.2% | +1.4% | -10.6% | -9.3% |
| 30D | -11.0% | -0.3% | -10.7% | -11.0% |
| 3M | +5.0% | +17.1% | -12.1% | +3.8% |
| 6M | -18.8% | +3.4% | -22.2% | -19.0% |
| YTD | -4.4% | +2.5% | -6.9% | -4.6% |
| 1Y | -21.9% | -4.2% | -17.7% | -21.7% |
| 3Y | -32.8% | +32.4% | -65.2% | -34.3% |
| 5Y | -34.6% | +59.2% | -93.7% | -37.2% |
| 10Y | -4.7% | +345.7% | -350.4% | -17.6% |
| All | +521.7% | +1,532.9% | -1,011.2% | +375.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling