+24.9%
CLX vs PTC
+326.2%
-301.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.2% | +5.5% |
| 7D | +17.4% | +0.8% | +16.6% | +17.3% |
| 30D | +27.8% | +0.7% | +27.0% | +27.7% |
| 3M | +3.0% | +32.6% | -29.6% | +0.9% |
| 6M | +17.5% | +33.6% | -16.0% | +14.9% |
| YTD | +10.0% | +12.4% | -2.5% | +8.3% |
| 1Y | +3.3% | +11.2% | -7.9% | +1.8% |
| 3Y | -10.1% | +31.7% | -41.8% | -12.6% |
| 5Y | -23.7% | +60.1% | -83.8% | -26.7% |
| 10Y | +24.9% | +317.2% | -292.3% | +10.4% |
| All | +24.9% | +326.2% | -301.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling