+26.6%
KMI vs CLX
-6.5%
+33.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.7% | -9.8% | -4.1% |
| 7D | -5.2% | +14.2% | -19.4% | -5.4% |
| 30D | +1.2% | +22.7% | -21.4% | +0.9% |
| 3M | +1.3% | -2.8% | +4.1% | +1.6% |
| 6M | -1.1% | +17.7% | -18.8% | -2.3% |
| YTD | +19.0% | +3.3% | +15.6% | +18.6% |
| 1Y | +26.6% | -5.6% | +32.2% | +27.1% |
| All | +26.6% | -6.5% | +33.1% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling