+2,730.9%
CLX vs TECH
+101,598.5%
-98,867.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +13.6% | +0.2% | +13.4% | +13.6% |
| 30D | +29.1% | +0.5% | +28.6% | +29.0% |
| 3M | +1.6% | +1.1% | +0.5% | +1.5% |
| 6M | +18.7% | +51.0% | -32.3% | +14.8% |
| YTD | +11.1% | +24.4% | -13.3% | +8.6% |
| 1Y | +7.0% | +27.4% | -20.5% | +4.3% |
| 3Y | -10.0% | +28.5% | -38.5% | -13.4% |
| 5Y | -22.6% | -40.9% | +18.2% | -21.7% |
| 10Y | +29.3% | +192.5% | -163.2% | +14.3% |
| All | +2,730.9% | +101,598.5% | -98,867.6% | +1,791.5% |
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 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