+30.0%
CLX vs PFGC
+485.3%
-455.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +7.8% | +1.5% | +6.3% | +7.7% |
| 30D | +28.5% | +17.4% | +11.1% | +27.8% |
| 3M | +1.3% | -2.4% | +3.7% | +1.3% |
| 6M | +23.4% | +18.2% | +5.2% | +22.7% |
| YTD | +11.4% | +23.7% | -12.3% | +10.6% |
| 1Y | +6.9% | +15.0% | -8.0% | +6.3% |
| 3Y | -9.8% | +82.3% | -92.1% | -10.9% |
| 5Y | -22.7% | +131.9% | -154.6% | -23.7% |
| 10Y | +28.7% | +353.0% | -324.2% | +24.2% |
| All | +30.0% | +485.3% | -455.4% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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