-33.6%
CLX vs WCN
+19.6%
-53.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.3% |
| 7D | -3.5% | -0.4% | -3.1% | -3.4% |
| 30D | -11.9% | -2.1% | -9.7% | -11.3% |
| 3M | -2.6% | +6.4% | -9.0% | -4.0% |
| 6M | -18.2% | -3.7% | -14.5% | -17.6% |
| YTD | -5.9% | -6.4% | +0.4% | -4.8% |
| 1Y | -23.8% | -7.9% | -15.9% | -22.7% |
| 3Y | -33.6% | +20.8% | -54.4% | -37.5% |
| All | -33.6% | +19.6% | -53.2% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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