+221.8%
CLX vs UUUU
-96.4%
+318.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.2% |
| 7D | +9.5% | -1.1% | +10.6% | +9.5% |
| 30D | +30.7% | -21.0% | +51.7% | +31.0% |
| 3M | +4.2% | -54.8% | +59.0% | +5.1% |
| 6M | +22.1% | -67.3% | +89.5% | +23.5% |
| YTD | +14.1% | -54.7% | +68.8% | +14.7% |
| 1Y | +10.3% | -57.4% | +67.7% | +10.9% |
| 3Y | -7.8% | -19.6% | +11.8% | -8.5% |
| 5Y | -20.8% | -40.0% | +19.2% | -21.6% |
| 10Y | +31.9% | +364.1% | -332.2% | +24.2% |
| All | +221.8% | -96.4% | +318.1% | +201.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling