+24.9%
CLX vs SUI
+118.5%
-93.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.5% | +5.6% |
| 7D | +17.4% | +3.0% | +14.4% | +16.5% |
| 30D | +27.8% | +5.6% | +22.2% | +25.9% |
| 3M | +3.0% | +0.9% | +2.1% | +2.7% |
| 6M | +17.5% | -2.6% | +20.1% | +18.2% |
| YTD | +10.0% | -0.1% | +10.1% | +9.9% |
| 1Y | +3.3% | -1.4% | +4.7% | +3.6% |
| 3Y | -10.1% | +19.8% | -29.9% | -14.9% |
| 5Y | -23.7% | -25.8% | +2.0% | -20.0% |
| 10Y | +24.9% | +118.1% | -93.2% | -15.9% |
| All | +24.9% | +118.5% | -93.7% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling