-5.6%
CLX vs VIK
+55.4%
-61.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.2% | -0.5% | +4.8% |
| 7D | +14.2% | +5.4% | +8.8% | +13.3% |
| 30D | +22.7% | +12.5% | +10.2% | +20.6% |
| 3M | -2.8% | -15.2% | +12.4% | -1.2% |
| 6M | +17.7% | +15.4% | +2.3% | +14.3% |
| YTD | +3.3% | +27.7% | -24.3% | -0.4% |
| 1Y | -5.6% | +59.7% | -65.4% | -12.4% |
| All | -5.6% | +55.4% | -61.1% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling