+212.9%
CLX vs WU
-22.0%
+234.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.8% |
| 7D | +7.8% | +2.1% | +5.6% | +7.3% |
| 30D | +28.5% | +10.1% | +18.4% | +26.2% |
| 3M | +1.3% | -1.1% | +2.5% | +1.4% |
| 6M | +23.4% | -19.8% | +43.2% | +27.5% |
| YTD | +11.4% | -20.8% | +32.1% | +15.0% |
| 1Y | +6.9% | -15.1% | +22.0% | +8.9% |
| 3Y | -9.8% | -23.2% | +13.4% | -7.5% |
| 5Y | -22.7% | -42.6% | +19.9% | -17.2% |
| 10Y | +28.7% | -38.9% | +67.6% | +32.2% |
| All | +212.9% | -22.0% | +234.9% | +184.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling