+215.5%
CLX vs VEU
+174.3%
+41.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.5% |
| 7D | +8.5% | +2.4% | +6.2% | +7.8% |
| 30D | +30.0% | -2.0% | +32.0% | +30.7% |
| 3M | +3.8% | -5.1% | +8.9% | +5.4% |
| 6M | +24.6% | -0.7% | +25.3% | +24.6% |
| YTD | +12.8% | +11.0% | +1.8% | +9.0% |
| 1Y | +8.6% | +12.4% | -3.8% | +4.6% |
| 3Y | -8.6% | +69.8% | -78.4% | -22.6% |
| 5Y | -21.8% | +48.2% | -70.0% | -31.5% |
| 10Y | +30.4% | +148.1% | -117.8% | -5.8% |
| All | +215.5% | +174.3% | +41.1% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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