+2,336.0%
CLX vs MKC
+3,376.8%
-1,040.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.0% |
| 7D | -9.2% | -5.9% | -3.4% | -7.6% |
| 30D | -11.0% | -0.9% | -10.2% | -10.8% |
| 3M | +5.0% | +12.7% | -7.7% | +1.4% |
| 6M | -18.8% | -19.3% | +0.5% | -14.0% |
| YTD | -4.4% | -22.2% | +17.8% | +2.1% |
| 1Y | -21.9% | -23.3% | +1.5% | -16.3% |
| 3Y | -32.8% | -30.0% | -2.8% | -26.6% |
| 5Y | -34.6% | -33.8% | -0.8% | -27.8% |
| 10Y | -4.7% | +24.4% | -29.1% | -11.6% |
| All | +2,336.0% | +3,376.8% | -1,040.8% | +1,009.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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