+10.3%
CLX vs Q
+29.7%
-19.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.0% |
| 7D | +9.5% | +1.2% | +8.3% | +9.5% |
| 30D | +30.7% | -2.7% | +33.4% | +30.6% |
| 3M | +4.2% | -16.9% | +21.2% | +3.4% |
| 6M | +22.1% | -26.9% | +49.0% | +20.7% |
| YTD | +14.1% | +45.2% | -31.1% | +14.0% |
| 1Y | +10.3% | +38.1% | -27.8% | +10.5% |
| All | +10.3% | +29.7% | -19.4% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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