-4.7%
CLX vs RACE
+818.0%
-822.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.0% |
| 7D | -9.2% | -2.5% | -6.7% | -8.9% |
| 30D | -11.0% | +0.8% | -11.8% | -11.2% |
| 3M | +5.0% | +17.2% | -12.1% | +2.7% |
| 6M | -18.8% | +13.6% | -32.4% | -20.4% |
| YTD | -4.4% | +12.2% | -16.6% | -6.3% |
| 1Y | -21.9% | -16.3% | -5.6% | -20.8% |
| 3Y | -32.8% | +36.4% | -69.2% | -36.6% |
| 5Y | -34.6% | +95.0% | -129.5% | -41.8% |
| All | -4.7% | +818.0% | -822.7% | -33.6% |
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