+2,730.9%
CLX vs PEG
+2,974.8%
-243.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +13.6% | +2.6% | +11.1% | +12.9% |
| 30D | +29.1% | +3.3% | +25.7% | +28.0% |
| 3M | +1.6% | +1.1% | +0.5% | +1.3% |
| 6M | +18.7% | -1.4% | +20.2% | +19.1% |
| YTD | +11.1% | -4.6% | +15.7% | +12.3% |
| 1Y | +7.0% | -7.2% | +14.2% | +8.9% |
| 3Y | -10.0% | +33.7% | -43.7% | -17.4% |
| 5Y | -22.6% | +40.8% | -63.5% | -30.3% |
| 10Y | +29.3% | +162.8% | -133.5% | -2.9% |
| All | +2,730.9% | +2,974.8% | -243.9% | +844.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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