+31.8%
CLX vs SUI
+123.0%
-91.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.9% |
| 7D | +9.5% | -1.5% | +11.0% | +9.9% |
| 30D | +30.7% | +3.7% | +26.9% | +29.4% |
| 3M | +4.2% | -0.4% | +4.6% | +4.3% |
| 6M | +22.1% | -2.8% | +24.9% | +22.9% |
| YTD | +14.1% | -1.6% | +15.7% | +14.5% |
| 1Y | +10.3% | -2.1% | +12.4% | +10.8% |
| 3Y | -7.8% | +18.5% | -26.3% | -12.4% |
| 5Y | -20.8% | -26.5% | +5.7% | -16.8% |
| All | +31.8% | +123.0% | -91.2% | -10.2% |
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