+304.4%
CLX vs WCC
+1,412.6%
-1,108.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.1% |
| 7D | +13.6% | -14.7% | +28.3% | +14.8% |
| 30D | +23.4% | -20.1% | +43.4% | +25.2% |
| 3M | -2.8% | -21.2% | +18.3% | -1.4% |
| 6M | +14.0% | -19.2% | +33.1% | +15.1% |
| YTD | +4.2% | +20.2% | -16.0% | +1.8% |
| 1Y | -1.2% | +14.5% | -15.6% | -3.1% |
| 3Y | -12.7% | +115.1% | -127.8% | -20.0% |
| 5Y | -26.5% | +121.5% | -148.0% | -34.0% |
| 10Y | +20.2% | +468.1% | -447.9% | -5.3% |
| All | +304.4% | +1,412.6% | -1,108.2% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling