+31.8%
CLX vs RACE
+729.2%
-697.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.0% |
| 7D | +9.5% | -1.2% | +10.7% | +9.7% |
| 30D | +30.7% | +6.1% | +24.6% | +29.6% |
| 3M | +4.2% | -0.3% | +4.5% | +4.3% |
| 6M | +22.1% | +23.4% | -1.3% | +18.5% |
| YTD | +14.1% | +12.5% | +1.5% | +11.8% |
| 1Y | +10.3% | -0.5% | +10.8% | +9.8% |
| 3Y | -7.8% | +23.6% | -31.4% | -11.9% |
| 5Y | -20.8% | +65.4% | -86.3% | -28.3% |
| All | +31.8% | +729.2% | -697.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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