+497.6%
HAL vs CLX
+2,609.7%
-2,112.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -12.0% | +13.6% | -25.6% | -14.2% |
| 30D | +0.3% | +23.4% | -23.1% | -3.9% |
| 3M | -1.6% | -2.8% | +1.2% | -1.4% |
| 6M | -20.5% | +14.0% | -34.5% | -23.2% |
| YTD | +14.2% | +4.2% | +10.0% | +11.9% |
| 1Y | +18.9% | -1.2% | +20.0% | +17.6% |
| 3Y | -13.7% | -12.7% | -1.0% | -13.5% |
| 5Y | +42.2% | -26.5% | +68.7% | +44.7% |
| 10Y | -16.7% | +20.2% | -36.9% | -30.5% |
| All | +497.6% | +2,609.7% | -2,112.1% | +101.2% |
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