-21.9%
CLX vs ROIV
+177.7%
-199.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -9.2% | +0.6% | -9.9% | -9.3% |
| 30D | -11.0% | +1.0% | -12.0% | -11.1% |
| 3M | +5.0% | +18.3% | -13.2% | +3.9% |
| 6M | -18.8% | +18.3% | -37.1% | -20.0% |
| YTD | -4.4% | +61.0% | -65.4% | -7.3% |
| 1Y | -21.9% | +177.9% | -199.7% | -29.0% |
| All | -21.9% | +177.7% | -199.5% | -29.0% |
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