-33.0%
CLX vs WCC
+131.2%
-164.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -1.5% |
| 7D | -9.2% | +4.5% | -13.7% | -9.4% |
| 30D | -11.0% | -5.8% | -5.3% | -10.8% |
| 3M | +5.0% | -3.7% | +8.7% | +5.2% |
| 6M | -18.8% | +23.1% | -41.9% | -20.1% |
| YTD | -4.4% | +44.2% | -48.6% | -6.7% |
| 1Y | -21.9% | +62.1% | -83.9% | -24.2% |
| All | -33.0% | +131.2% | -164.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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