+1,596.5%
CLX vs RMD
+38,484.3%
-36,887.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.6% | +0.1% |
| 7D | +7.8% | -0.8% | +8.6% | +7.8% |
| 30D | +28.5% | +1.7% | +26.9% | +28.3% |
| 3M | +1.3% | +6.4% | -5.1% | +0.7% |
| 6M | +23.4% | +20.7% | +2.7% | +21.3% |
| YTD | +11.4% | -0.2% | +11.5% | +11.2% |
| 1Y | +6.9% | -4.5% | +11.4% | +7.2% |
| 3Y | -9.8% | +70.5% | -80.3% | -14.5% |
| 5Y | -22.7% | -1.6% | -21.1% | -23.9% |
| 10Y | +28.7% | +342.7% | -313.9% | +12.3% |
| All | +1,596.5% | +38,484.3% | -36,887.8% | +1,177.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling