+10.3%
CLX vs TRMB
-31.7%
+42.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | +9.5% | +2.8% | +6.7% | +9.4% |
| 30D | +30.7% | -5.9% | +36.5% | +29.4% |
| 3M | +4.2% | -3.3% | +7.5% | +3.0% |
| 6M | +22.1% | +1.3% | +20.8% | +19.9% |
| YTD | +14.1% | -29.0% | +43.1% | +11.8% |
| 1Y | +10.3% | -27.8% | +38.1% | +6.5% |
| All | +10.3% | -31.7% | +42.0% | +6.5% |
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