-29.9%
CLX vs VIK
+225.3%
-255.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.3% | -1.9% |
| 7D | -4.9% | -0.8% | -4.1% | -4.9% |
| 30D | -15.8% | -18.0% | +2.2% | -14.9% |
| 3M | -7.9% | -5.8% | -2.1% | -7.7% |
| 6M | -19.0% | +17.2% | -36.2% | -19.8% |
| YTD | -7.9% | +19.1% | -27.1% | -8.8% |
| 1Y | -25.4% | +33.6% | -59.0% | -26.3% |
| All | -29.9% | +225.3% | -255.2% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling