+233.9%
CLX vs SPXU
-100.0%
+333.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | -0.1% | +1.3% |
| 7D | +9.5% | -7.6% | +17.1% | +8.5% |
| 30D | +30.7% | +5.3% | +25.4% | +31.8% |
| 3M | +4.2% | +9.6% | -5.4% | +5.8% |
| 6M | +22.1% | -4.5% | +26.6% | +22.2% |
| YTD | +14.1% | -25.9% | +40.0% | +11.1% |
| 1Y | +10.3% | -28.9% | +39.2% | +7.0% |
| 3Y | -7.8% | -80.5% | +72.7% | -21.9% |
| 5Y | -20.8% | -83.4% | +62.5% | -31.1% |
| 10Y | +31.9% | -99.5% | +131.4% | -22.3% |
| All | +233.9% | -100.0% | +333.9% | +20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling