-21.9%
CLX vs TRMB
-24.7%
+2.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -9.2% | -2.5% | -6.7% | -9.1% |
| 30D | -11.0% | +1.5% | -12.6% | -11.1% |
| 3M | +5.0% | +6.8% | -1.7% | +4.2% |
| 6M | -18.8% | -14.9% | -3.9% | -20.6% |
| YTD | -4.4% | -24.1% | +19.7% | -6.2% |
| 1Y | -21.9% | -25.4% | +3.5% | -23.5% |
| All | -21.9% | -24.7% | +2.8% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling