+6.7%
CLX vs XME
+2.1%
+4.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.2% |
| 7D | +13.6% | -0.2% | +13.8% | +13.6% |
| 30D | +29.1% | -9.2% | +38.2% | +29.8% |
| 3M | +1.6% | -17.8% | +19.3% | +2.9% |
| 6M | +18.7% | -20.0% | +38.7% | +19.9% |
| YTD | +11.1% | -6.6% | +17.7% | +9.9% |
| All | +6.7% | +2.1% | +4.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling