-22.6%
CLX vs WU
-41.3%
+18.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | +13.6% | +11.0% | +2.6% | +11.0% |
| 30D | +29.1% | +13.4% | +15.7% | +25.5% |
| 3M | +1.6% | +2.2% | -0.6% | +0.9% |
| 6M | +18.7% | -18.2% | +36.9% | +22.4% |
| YTD | +11.1% | -18.3% | +29.4% | +14.0% |
| 1Y | +7.0% | -12.2% | +19.2% | +7.9% |
| 3Y | -10.0% | -20.8% | +10.8% | -8.7% |
| 5Y | -22.6% | -42.6% | +19.9% | -14.2% |
| All | -22.6% | -41.3% | +18.7% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling