-27.8%
CLX vs PODD
-53.6%
+25.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.2% | +6.4% | +0.8% |
| 7D | +13.6% | -2.1% | +15.7% | +13.8% |
| 30D | +23.4% | +9.0% | +14.3% | +22.4% |
| 3M | -2.8% | +5.2% | -8.0% | -3.3% |
| 6M | +14.0% | -3.2% | +17.1% | +13.7% |
| YTD | +4.2% | -48.5% | +52.6% | +9.0% |
| 1Y | -1.2% | -54.7% | +53.5% | +4.4% |
| 3Y | -12.7% | -7.8% | -4.9% | -15.1% |
| All | -27.8% | -53.6% | +25.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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