-7.5%
CLX vs INFQ
-40.5%
+33.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.0% | +1.2% |
| 7D | +9.5% | -4.6% | +14.1% | +9.5% |
| 30D | +30.7% | -6.9% | +37.6% | +30.6% |
| 3M | +4.2% | -30.4% | +34.6% | +4.3% |
| 6M | +22.1% | -36.2% | +58.3% | +21.4% |
| All | -7.5% | -40.5% | +33.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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