+196.7%
CLX vs PODD
+782.5%
-585.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.2% |
| 7D | +7.8% | -9.1% | +16.8% | +8.5% |
| 30D | +28.5% | +7.3% | +21.2% | +27.9% |
| 3M | +1.3% | +3.7% | -2.4% | +1.0% |
| 6M | +23.4% | -2.7% | +26.1% | +23.2% |
| YTD | +11.4% | -47.2% | +58.6% | +15.6% |
| 1Y | +6.9% | -54.0% | +60.9% | +11.9% |
| 3Y | -9.8% | -3.3% | -6.5% | -11.1% |
| 5Y | -22.7% | -52.3% | +29.6% | -21.2% |
| 10Y | +28.7% | +322.4% | -293.6% | +8.8% |
| All | +196.7% | +782.5% | -585.8% | +107.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling