+1,688.7%
CLX vs WWD
+15,408.5%
-13,719.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.4% |
| 7D | -9.2% | +1.3% | -10.5% | -9.3% |
| 30D | -11.0% | -7.2% | -3.9% | -10.5% |
| 3M | +5.0% | -3.8% | +8.9% | +5.2% |
| 6M | -18.8% | -9.9% | -8.9% | -18.3% |
| YTD | -4.4% | +14.8% | -19.2% | -5.8% |
| 1Y | -21.9% | +42.1% | -63.9% | -24.5% |
| 3Y | -32.8% | +170.8% | -203.6% | -38.9% |
| 5Y | -34.6% | +197.5% | -232.1% | -41.5% |
| 10Y | -4.7% | +477.8% | -482.5% | -22.6% |
| All | +1,688.7% | +15,408.5% | -13,719.8% | +1,026.5% |
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