+1,768.3%
CLX vs SUI
+4,109.4%
-2,341.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.6% |
| 7D | +13.6% | +6.2% | +7.4% | +12.2% |
| 30D | +23.4% | +8.6% | +14.8% | +21.3% |
| 3M | -2.8% | +1.0% | -3.8% | -3.1% |
| 6M | +14.0% | -2.6% | +16.6% | +14.5% |
| YTD | +4.2% | -0.1% | +4.3% | +4.2% |
| 1Y | -1.2% | +0.5% | -1.6% | -1.3% |
| 3Y | -12.7% | +15.3% | -27.9% | -15.8% |
| 5Y | -26.5% | -26.1% | -0.3% | -23.5% |
| 10Y | +20.2% | +117.8% | -97.6% | -0.8% |
| All | +1,768.3% | +4,109.4% | -2,341.2% | +852.4% |
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