+10.3%
CLX vs WST
+54.9%
-44.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | -0.1% | +1.0% |
| 7D | +9.5% | +4.2% | +5.3% | +8.9% |
| 30D | +30.7% | +11.2% | +19.5% | +28.8% |
| 3M | +4.2% | +20.4% | -16.1% | +1.6% |
| 6M | +22.1% | +37.9% | -15.8% | +16.7% |
| YTD | +14.1% | +51.8% | -37.7% | +7.9% |
| 1Y | +10.3% | +56.6% | -46.3% | +2.8% |
| All | +10.3% | +54.9% | -44.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling