+10.3%
CLX vs NVD
-5.2%
+15.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.9% | -2.7% | +1.0% |
| 7D | +9.5% | +28.6% | -19.1% | +8.3% |
| 30D | +30.7% | +73.6% | -42.9% | +27.8% |
| 3M | +4.2% | +70.1% | -65.8% | +2.0% |
| 6M | +22.1% | +53.6% | -31.5% | +19.9% |
| YTD | +14.1% | -7.0% | +21.1% | +10.7% |
| 1Y | +10.3% | -9.0% | +19.3% | +7.6% |
| All | +10.3% | -5.2% | +15.5% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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