+2,547.7%
CLX vs WST
+14,250.0%
-11,702.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +1.1% |
| 7D | +12.4% | -5.8% | +18.2% | +13.4% |
| 30D | +21.1% | +5.3% | +15.8% | +20.2% |
| 3M | -3.3% | +11.8% | -15.1% | -5.0% |
| 6M | +18.8% | +26.7% | -7.9% | +14.5% |
| YTD | +3.9% | +43.0% | -39.1% | -2.0% |
| 1Y | -3.8% | +38.9% | -42.7% | -8.9% |
| 3Y | -10.5% | +18.2% | -28.7% | -16.7% |
| 5Y | -26.7% | -1.5% | -25.2% | -31.0% |
| 10Y | +19.9% | +439.0% | -419.1% | -17.6% |
| All | +2,547.7% | +14,250.0% | -11,702.3% | +919.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling