+1,849.2%
CLX vs WWD
+14,113.5%
-12,264.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | 0.0% |
| 7D | +13.6% | +4.2% | +9.4% | +13.2% |
| 30D | +23.4% | -2.1% | +25.5% | +23.5% |
| 3M | -2.8% | -13.2% | +10.3% | -1.8% |
| 6M | +14.0% | -16.9% | +30.9% | +15.5% |
| YTD | +4.2% | +5.2% | -1.1% | +3.3% |
| 1Y | -1.2% | +20.6% | -21.8% | -3.2% |
| 3Y | -12.7% | +146.3% | -159.0% | -20.1% |
| 5Y | -26.5% | +171.3% | -197.8% | -33.8% |
| 10Y | +20.2% | +471.3% | -451.1% | -2.5% |
| All | +1,849.2% | +14,113.5% | -12,264.3% | +1,135.5% |
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