-2.9%
CLX vs SUI
+108.4%
-111.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -9.2% | -2.8% | -6.4% | -8.5% |
| 30D | -11.0% | -1.2% | -9.9% | -10.8% |
| 3M | +5.0% | -1.7% | +6.8% | +5.4% |
| 6M | -18.8% | -10.5% | -8.3% | -16.5% |
| YTD | -4.4% | -1.8% | -2.6% | -4.0% |
| 1Y | -21.9% | -4.1% | -17.8% | -21.1% |
| 3Y | -32.8% | +11.3% | -44.0% | -35.2% |
| 5Y | -34.6% | -32.1% | -2.4% | -29.8% |
| All | -2.9% | +108.4% | -111.2% | -33.8% |
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