+2,737.8%
CLX vs WEC
+4,422.3%
-1,684.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.1% |
| 7D | +7.8% | -0.5% | +8.3% | +8.0% |
| 30D | +28.5% | +12.0% | +16.6% | +23.6% |
| 3M | +1.3% | +11.1% | -9.8% | -2.3% |
| 6M | +23.4% | +6.0% | +17.4% | +20.8% |
| YTD | +11.4% | +14.3% | -2.9% | +6.1% |
| 1Y | +6.9% | +8.0% | -1.1% | +3.9% |
| 3Y | -9.8% | +62.8% | -72.6% | -24.2% |
| 5Y | -22.7% | +55.3% | -78.0% | -34.5% |
| 10Y | +28.7% | +193.2% | -164.4% | -14.0% |
| All | +2,737.8% | +4,422.3% | -1,684.4% | +641.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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