-5.6%
CLX vs PFG
+46.8%
-52.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.1% | +1.6% | +4.6% |
| 7D | +14.2% | +4.9% | +9.3% | +12.8% |
| 30D | +22.7% | +5.7% | +17.0% | +20.9% |
| 3M | -2.8% | +2.6% | -5.3% | -3.7% |
| 6M | +17.7% | +19.8% | -2.1% | +12.1% |
| YTD | +3.3% | +36.3% | -32.9% | -4.6% |
| 1Y | -5.6% | +47.9% | -53.5% | -15.1% |
| All | -5.6% | +46.8% | -52.5% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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