-34.0%
CLX vs TECH
-42.5%
+8.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.2% |
| 30D | -11.0% | +0.7% | -11.8% | -11.1% |
| 3M | +5.0% | +36.3% | -31.3% | +2.4% |
| 6M | -18.8% | +25.6% | -44.4% | -20.7% |
| YTD | -4.4% | +23.7% | -28.1% | -6.6% |
| 1Y | -21.9% | +37.6% | -59.5% | -24.4% |
| 3Y | -32.8% | -6.6% | -26.2% | -34.0% |
| All | -34.0% | -42.5% | +8.5% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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