-5.6%
CLX vs QID
-21.1%
+15.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.8% | +7.5% | +5.7% |
| 7D | +14.2% | +9.8% | +4.4% | +13.9% |
| 30D | +22.7% | +18.9% | +3.8% | +22.5% |
| 3M | -2.8% | +9.6% | -12.4% | -2.9% |
| 6M | +17.7% | -7.8% | +25.5% | +15.9% |
| YTD | +3.3% | -23.3% | +26.7% | -1.2% |
| 1Y | -5.6% | -22.0% | +16.4% | -9.5% |
| All | -5.6% | -21.1% | +15.5% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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