-26.9%
CLX vs TECH
-40.1%
+13.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +13.6% | +0.2% | +13.4% | +13.6% |
| 30D | +23.4% | +0.3% | +23.0% | +23.3% |
| 3M | -2.8% | +1.3% | -4.2% | -2.9% |
| 6M | +14.0% | +54.0% | -40.0% | +9.9% |
| YTD | +4.2% | +24.3% | -20.1% | +1.7% |
| 1Y | -1.2% | +25.8% | -27.0% | -3.6% |
| 3Y | -12.7% | +26.0% | -38.6% | -17.4% |
| All | -26.9% | -40.1% | +13.2% | -30.5% |
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