-35.7%
CLX vs PODD
-53.4%
+17.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +2.0% | -1.3% |
| 7D | -3.5% | -4.1% | +0.6% | -3.2% |
| 30D | -11.9% | +0.8% | -12.7% | -11.9% |
| 3M | -2.6% | -6.1% | +3.5% | -2.4% |
| 6M | -18.2% | -40.0% | +21.8% | -15.3% |
| YTD | -5.9% | -49.9% | +44.0% | -1.2% |
| 1Y | -23.8% | -59.3% | +35.5% | -18.8% |
| 3Y | -33.6% | -17.2% | -16.3% | -35.0% |
| 5Y | -35.7% | -53.0% | +17.3% | -35.5% |
| All | -35.7% | -53.4% | +17.8% | -35.5% |
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