-27.1%
CLX vs SUI
-25.2%
-1.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.3% |
| 7D | +12.4% | +8.8% | +3.7% | +9.7% |
| 30D | +21.1% | +8.9% | +12.2% | +18.0% |
| 3M | -3.3% | +2.0% | -5.3% | -4.0% |
| 6M | +18.8% | -0.6% | +19.5% | +18.8% |
| YTD | +3.9% | +1.3% | +2.6% | +3.4% |
| 1Y | -3.8% | +1.3% | -5.1% | -4.3% |
| 3Y | -10.5% | +16.3% | -26.8% | -14.8% |
| All | -27.1% | -25.2% | -1.9% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling