-7.8%
CLX vs ITUB
+81.0%
-88.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.0% |
| 7D | +9.5% | +1.9% | +7.6% | +9.4% |
| 30D | +30.7% | -22.2% | +52.9% | +32.3% |
| 3M | +4.2% | +2.7% | +1.5% | +3.5% |
| 6M | +22.1% | -3.0% | +25.1% | +21.5% |
| YTD | +14.1% | +7.5% | +6.6% | +13.5% |
| 1Y | +10.3% | +10.5% | -0.2% | +9.7% |
| 3Y | -7.8% | +81.0% | -88.8% | -10.3% |
| All | -7.8% | +81.0% | -88.8% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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