+178.0%
CLX vs XHB
+173.9%
+4.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.5% |
| 7D | -9.2% | -1.3% | -7.9% | -9.0% |
| 30D | -11.0% | -6.9% | -4.2% | -9.7% |
| 3M | +5.0% | -1.3% | +6.3% | +5.3% |
| 6M | -18.8% | -6.8% | -12.0% | -17.7% |
| YTD | -4.4% | +0.7% | -5.1% | -4.7% |
| 1Y | -21.9% | -11.2% | -10.6% | -20.1% |
| 3Y | -32.8% | +25.3% | -58.1% | -36.8% |
| 5Y | -34.6% | +37.3% | -71.9% | -40.5% |
| 10Y | -4.7% | +211.5% | -216.2% | -29.3% |
| All | +178.0% | +173.9% | +4.1% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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