+22.1%
CLX vs JBL
-29.1%
+51.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.0% |
| 7D | +9.5% | +6.3% | +3.2% | +10.1% |
| 30D | +30.7% | -13.5% | +44.2% | +28.8% |
| 3M | +4.2% | -31.3% | +35.6% | +0.7% |
| 6M | +22.1% | -28.4% | +50.6% | +18.0% |
| All | +22.1% | -29.1% | +51.2% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 6mo: compounded portfolio wealth divided by compounded JBL 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…
6mo analysis · Full analysis span regression · 6 months rolling