-33.6%
CLX vs SPXU
-80.6%
+47.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.4% |
| 7D | -3.5% | -1.5% | -2.1% | -3.7% |
| 30D | -11.9% | +3.7% | -15.6% | -11.5% |
| 3M | -2.6% | -9.6% | +6.9% | -3.2% |
| 6M | -18.2% | -32.4% | +14.2% | -20.7% |
| YTD | -5.9% | -28.7% | +22.8% | -8.4% |
| 1Y | -23.8% | -38.2% | +14.4% | -26.7% |
| 3Y | -33.6% | -80.4% | +46.9% | -47.3% |
| All | -33.6% | -80.6% | +47.0% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling