-22.9%
CLX vs VRSN
+36.4%
-59.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.6% |
| 7D | +13.6% | -0.9% | +14.5% | +13.9% |
| 30D | +29.1% | +2.4% | +26.6% | +28.3% |
| 3M | +1.6% | +6.4% | -4.8% | 0.0% |
| 6M | +18.7% | +8.6% | +10.2% | +16.1% |
| YTD | +11.1% | +29.3% | -18.2% | +4.1% |
| 1Y | +7.0% | +27.2% | -20.2% | +0.6% |
| 3Y | -10.0% | +52.8% | -62.8% | -20.3% |
| All | -22.9% | +36.4% | -59.2% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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