+6.9%
CLX vs ROIV
+96.8%
-89.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | +7.8% | +9.5% | -1.7% | +7.3% |
| 30D | +28.5% | +21.0% | +7.5% | +27.7% |
| 3M | +1.3% | +18.7% | -17.4% | +0.8% |
| 6M | +23.4% | +44.5% | -21.1% | +20.9% |
| YTD | +11.4% | +92.9% | -81.5% | +7.5% |
| 1Y | +6.9% | +100.2% | -93.3% | +3.0% |
| All | +6.9% | +96.8% | -89.9% | +3.0% |
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