+605.8%
MSCI vs CLX
-3.9%
+609.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.6% | -2.2% | -3.5% |
| 7D | -2.1% | -3.5% | +1.5% | -1.4% |
| 30D | -1.7% | -11.9% | +10.1% | +0.7% |
| 3M | -8.2% | -2.6% | -5.6% | -7.9% |
| 6M | -2.4% | -18.2% | +15.7% | +1.1% |
| YTD | -2.8% | -5.9% | +3.1% | -2.7% |
| 1Y | -2.7% | -23.8% | +21.2% | +2.1% |
| 3Y | +7.3% | -33.6% | +40.9% | +15.1% |
| 5Y | -11.4% | -35.7% | +24.3% | -6.4% |
| 10Y | +605.8% | -2.5% | +608.3% | +550.8% |
| All | +605.8% | -3.9% | +609.8% | +550.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling