-5.6%
CLX vs TROW
+17.3%
-22.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.0% | -0.3% | +4.1% |
| 7D | +14.2% | +8.2% | +5.9% | +12.0% |
| 30D | +22.7% | +8.3% | +14.4% | +20.2% |
| 3M | -2.8% | -1.6% | -1.2% | -3.0% |
| 6M | +17.7% | +11.9% | +5.8% | +16.9% |
| YTD | +3.3% | +14.3% | -11.0% | +0.6% |
| 1Y | -5.6% | +17.0% | -22.6% | -9.4% |
| All | -5.6% | +17.3% | -22.9% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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