-1.4%
CLX vs SPG
+59.6%
-61.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -2.1% |
| 7D | -4.9% | -1.7% | -3.3% | -4.9% |
| 30D | -15.8% | -6.3% | -9.5% | -15.6% |
| 3M | -7.9% | -2.4% | -5.5% | -7.8% |
| 6M | -19.0% | +9.6% | -28.7% | -19.3% |
| YTD | -7.9% | +14.2% | -22.1% | -8.3% |
| 1Y | -25.4% | +19.3% | -44.7% | -25.7% |
| 3Y | -35.0% | +106.7% | -141.7% | -35.9% |
| 5Y | -36.8% | +104.2% | -141.0% | -37.8% |
| 10Y | -1.4% | +63.7% | -65.1% | +21.2% |
| All | -1.4% | +59.6% | -61.0% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling