-35.7%
CLX vs WCC
+229.6%
-265.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.0% | -1.7% |
| 7D | -3.5% | +8.5% | -12.0% | -3.9% |
| 30D | -11.9% | -1.0% | -10.9% | -11.9% |
| 3M | -2.6% | +2.1% | -4.7% | -2.8% |
| 6M | -18.2% | +36.8% | -55.0% | -19.5% |
| YTD | -5.9% | +47.7% | -53.6% | -7.7% |
| 1Y | -23.8% | +66.5% | -90.3% | -25.7% |
| 3Y | -33.6% | +134.2% | -167.7% | -36.6% |
| 5Y | -35.7% | +231.6% | -267.3% | -39.0% |
| All | -35.7% | +229.6% | -265.3% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling