-5.6%
CLX vs ROIV
+97.8%
-103.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.1% | -0.4% | +5.5% |
| 7D | +14.2% | +3.0% | +11.2% | +14.0% |
| 30D | +22.7% | +6.8% | +15.8% | +22.5% |
| 3M | -2.8% | +10.5% | -13.3% | -2.9% |
| 6M | +17.7% | +34.8% | -17.1% | +15.9% |
| YTD | +3.3% | +76.2% | -72.8% | +0.9% |
| 1Y | -5.6% | +92.4% | -98.0% | -7.1% |
| All | -5.6% | +97.8% | -103.5% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling