-38.9%
CLX vs UUUU
+79.1%
-118.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -1.2% |
| 7D | -5.7% | -10.5% | +4.8% | -5.7% |
| 30D | -17.0% | -10.5% | -6.5% | -17.1% |
| 3M | -9.7% | -14.1% | +4.4% | -9.7% |
| 6M | -19.8% | -35.5% | +15.6% | -19.9% |
| YTD | -9.8% | -10.9% | +1.1% | -9.7% |
| 1Y | -26.2% | +3.4% | -29.5% | -25.8% |
| 3Y | -36.2% | +73.1% | -109.3% | -35.4% |
| All | -38.9% | +79.1% | -118.0% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling