-4.4%
CLX vs TRI
+196.2%
-200.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.4% |
| 7D | -5.7% | -7.9% | +2.2% | -4.5% |
| 30D | -17.0% | -4.5% | -12.5% | -16.5% |
| 3M | -9.7% | +22.1% | -31.8% | -12.4% |
| 6M | -19.8% | -2.8% | -17.1% | -20.1% |
| YTD | -9.8% | -23.4% | +13.6% | -6.5% |
| 1Y | -26.2% | -41.5% | +15.4% | -19.4% |
| 3Y | -36.2% | -19.2% | -17.0% | -35.1% |
| 5Y | -38.3% | -9.4% | -28.9% | -39.5% |
| All | -4.4% | +196.2% | -200.6% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling