+177.6%
CLX vs PODD
+761.8%
-584.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.2% | +6.4% | +0.7% |
| 7D | +13.6% | -2.1% | +15.7% | +13.7% |
| 30D | +23.4% | +9.0% | +14.3% | +22.6% |
| 3M | -2.8% | +5.2% | -8.0% | -3.2% |
| 6M | +14.0% | -3.2% | +17.1% | +13.9% |
| YTD | +4.2% | -48.5% | +52.6% | +8.3% |
| 1Y | -1.2% | -54.7% | +53.5% | +3.6% |
| 3Y | -12.7% | -7.8% | -4.9% | -13.7% |
| 5Y | -26.5% | -52.4% | +25.9% | -25.1% |
| 10Y | +20.2% | +315.9% | -295.7% | +1.7% |
| All | +177.6% | +761.8% | -584.3% | +94.6% |
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