+1,978.7%
CLX vs WWD
+14,867.0%
-12,888.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +13.6% | +0.4% | +13.2% | +13.6% |
| 30D | +29.1% | -0.4% | +29.5% | +29.0% |
| 3M | +1.6% | -6.1% | +7.7% | +2.0% |
| 6M | +18.7% | -9.5% | +28.2% | +19.5% |
| YTD | +11.1% | +10.8% | +0.3% | +9.7% |
| 1Y | +7.0% | +23.5% | -16.5% | +4.6% |
| 3Y | -10.0% | +151.3% | -161.3% | -17.7% |
| 5Y | -22.6% | +187.8% | -210.5% | -30.7% |
| 10Y | +29.3% | +461.1% | -431.8% | +5.2% |
| All | +1,978.7% | +14,867.0% | -12,888.3% | +1,211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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