-33.2%
CLX vs NVD
-99.2%
+66.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.0% | -2.2% |
| 7D | -4.9% | +0.5% | -5.5% | -4.9% |
| 30D | -15.8% | -9.3% | -6.5% | -15.7% |
| 3M | -7.9% | -22.1% | +14.2% | -7.7% |
| 6M | -19.0% | -45.8% | +26.8% | -18.6% |
| YTD | -7.9% | -46.7% | +38.8% | -7.4% |
| 1Y | -25.4% | -59.5% | +34.1% | -24.8% |
| 3Y | -35.0% | -99.2% | +64.1% | -39.2% |
| All | -33.2% | -99.2% | +66.0% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling