+28.7%
CLX vs RBA
+209.3%
-180.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +7.8% | +0.6% | +7.2% | +7.7% |
| 30D | +28.5% | +9.0% | +19.6% | +27.4% |
| 3M | +1.3% | +7.2% | -5.8% | +0.6% |
| 6M | +23.4% | -7.8% | +31.1% | +23.9% |
| YTD | +11.4% | -6.4% | +17.7% | +11.4% |
| 1Y | +6.9% | -4.2% | +11.1% | +6.7% |
| 3Y | -9.8% | +64.1% | -73.8% | -14.5% |
| 5Y | -22.7% | +48.4% | -71.1% | -26.6% |
| 10Y | +28.7% | +209.9% | -181.2% | +10.9% |
| All | +28.7% | +209.3% | -180.6% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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