+2,336.0%
CLX vs TECH
+101,053.8%
-98,717.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.3% |
| 3Y | -32.8% | -6.6% | -26.2% | -33.7% |
| 5Y | -34.6% | -42.2% | +7.7% | -33.7% |
| 10Y | -4.7% | +187.6% | -192.3% | -15.7% |
| All | +2,336.0% | +101,053.8% | -98,717.8% | +1,528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling