-10.1%
CLX vs RMD
+64.1%
-74.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.5% |
| 7D | +17.4% | +1.2% | +16.2% | +17.1% |
| 30D | +27.8% | +2.5% | +25.3% | +27.0% |
| 3M | +3.0% | +11.5% | -8.5% | +0.6% |
| 6M | +17.5% | +14.7% | +2.8% | +14.0% |
| YTD | +10.0% | -1.3% | +11.3% | +8.7% |
| 1Y | +3.3% | -5.3% | +8.6% | +2.6% |
| 3Y | -10.1% | +68.8% | -78.9% | -18.9% |
| All | -10.1% | +64.1% | -74.2% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling