-3.3%
CLX vs UUUU
+495.2%
-498.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.9% |
| 7D | -5.9% | -5.0% | -0.8% | -5.8% |
| 30D | -17.0% | -7.8% | -9.3% | -17.0% |
| 3M | -9.6% | -0.4% | -9.1% | -9.6% |
| 6M | -21.5% | -32.9% | +11.4% | -21.3% |
| YTD | -8.8% | -6.3% | -2.6% | -9.0% |
| 1Y | -24.7% | +7.9% | -32.6% | -25.1% |
| 3Y | -35.6% | +85.2% | -120.8% | -36.8% |
| 5Y | -37.6% | +97.0% | -134.6% | -39.5% |
| All | -3.3% | +495.2% | -498.5% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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