+3,033.3%
EQT vs CLX
+2,272.0%
+761.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +0.8% |
| 7D | -1.2% | -5.9% | +4.7% | -0.2% |
| 30D | +1.1% | -17.0% | +18.1% | +4.1% |
| 3M | +4.8% | -9.6% | +14.4% | +6.2% |
| 6M | -10.6% | -21.5% | +10.9% | -7.6% |
| YTD | +3.4% | -8.8% | +12.3% | +4.1% |
| 1Y | +8.7% | -24.7% | +33.3% | +12.8% |
| 3Y | +35.0% | -35.6% | +70.6% | +42.2% |
| 5Y | +204.2% | -37.6% | +241.9% | +218.1% |
| 10Y | +52.5% | -2.4% | +54.8% | +44.6% |
| All | +3,033.3% | +2,272.0% | +761.4% | +2,087.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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