-35.5%
CLX vs INVH
-9.6%
-25.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | -5.9% | -3.1% | -2.7% | -4.9% |
| 30D | -17.0% | -7.5% | -9.6% | -14.9% |
| 3M | -9.6% | -6.3% | -3.3% | -7.7% |
| 6M | -21.5% | +9.4% | -31.0% | -23.3% |
| YTD | -8.8% | +1.4% | -10.2% | -9.1% |
| 1Y | -24.7% | -4.1% | -20.6% | -23.7% |
| All | -35.5% | -9.6% | -25.8% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling