-5.6%
CLX vs INVH
+1.1%
-6.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.6% | +2.1% | +3.9% |
| 7D | +14.2% | +3.1% | +11.1% | +12.5% |
| 30D | +22.7% | +5.8% | +16.9% | +19.5% |
| 3M | -2.8% | -8.5% | +5.7% | +0.4% |
| 6M | +17.7% | -1.3% | +19.0% | +18.4% |
| YTD | +3.3% | +2.6% | +0.8% | +2.9% |
| 1Y | -5.6% | +0.7% | -6.4% | -3.6% |
| All | -5.6% | +1.1% | -6.7% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling