-23.8%
CLX vs PTC
-38.1%
+14.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | -0.9% |
| 7D | -3.5% | -12.8% | +9.2% | -1.9% |
| 30D | -11.9% | -9.8% | -2.1% | -10.7% |
| 3M | -2.6% | -2.1% | -0.6% | -3.0% |
| 6M | -18.2% | -18.1% | -0.1% | -18.2% |
| YTD | -5.9% | -23.5% | +17.6% | -5.3% |
| 1Y | -23.8% | -37.4% | +13.5% | -23.2% |
| All | -23.8% | -38.1% | +14.2% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling