-5.6%
CLX vs SOLS
+37.2%
-42.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -6.5% | +12.3% | +5.8% |
| 7D | +14.2% | -8.8% | +23.0% | +14.2% |
| 30D | +22.7% | -0.6% | +23.3% | +22.3% |
| 3M | -2.8% | -9.0% | +6.3% | -2.8% |
| 6M | +17.7% | -28.7% | +46.4% | +18.3% |
| YTD | +3.3% | +19.2% | -15.8% | -4.6% |
| 1Y | -5.6% | +32.6% | -38.2% | -14.3% |
| All | -5.6% | +37.2% | -42.8% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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