-1.2%
CLX vs ROIV
+93.5%
-94.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | +0.1% |
| 7D | +13.6% | +5.3% | +8.3% | +13.3% |
| 30D | +23.4% | +11.9% | +11.5% | +23.0% |
| 3M | -2.8% | +10.7% | -13.6% | -3.0% |
| 6M | +14.0% | +34.9% | -20.9% | +12.2% |
| YTD | +4.2% | +79.2% | -75.0% | +1.3% |
| 1Y | -1.2% | +89.0% | -90.2% | -3.8% |
| All | -1.2% | +93.5% | -94.6% | -3.8% |
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