-35.5%
CLX vs UUUU
+83.7%
-119.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -1.0% |
| 7D | -5.9% | -5.0% | -0.8% | -5.9% |
| 30D | -17.0% | -7.8% | -9.3% | -17.1% |
| 3M | -9.6% | -0.4% | -9.1% | -9.5% |
| 6M | -21.5% | -32.9% | +11.4% | -21.7% |
| YTD | -8.8% | -6.3% | -2.6% | -8.4% |
| 1Y | -24.7% | +7.9% | -32.6% | -23.7% |
| All | -35.5% | +83.7% | -119.1% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling