+1,763.4%
CLX vs SUI
+4,171.7%
-2,408.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.4% |
| 7D | +12.4% | +8.8% | +3.7% | +10.5% |
| 30D | +21.1% | +8.9% | +12.2% | +19.0% |
| 3M | -3.3% | +2.0% | -5.3% | -3.7% |
| 6M | +18.8% | -0.6% | +19.5% | +18.9% |
| YTD | +3.9% | +1.3% | +2.6% | +3.6% |
| 1Y | -3.8% | +1.3% | -5.1% | -4.1% |
| 3Y | -10.5% | +16.3% | -26.8% | -13.9% |
| 5Y | -26.7% | -25.1% | -1.6% | -23.9% |
| 10Y | +19.9% | +121.1% | -101.2% | -1.3% |
| All | +1,763.4% | +4,171.7% | -2,408.3% | +847.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling