+595.7%
HAL vs CLX
+2,386.6%
-1,790.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | +2.9% | -9.2% | +12.2% | +4.8% |
| 30D | +17.0% | -11.0% | +28.1% | +19.6% |
| 3M | -9.7% | +5.0% | -14.7% | -11.0% |
| 6M | +8.6% | -18.8% | +27.4% | +12.2% |
| YTD | +33.0% | -4.4% | +37.4% | +32.8% |
| 1Y | +68.3% | -21.9% | +90.2% | +74.8% |
| 3Y | +0.1% | -32.8% | +32.9% | +6.0% |
| 5Y | +102.6% | -34.6% | +137.2% | +111.6% |
| 10Y | +3.8% | -4.7% | +8.5% | -7.9% |
| All | +595.7% | +2,386.6% | -1,790.8% | +138.8% |
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