+1,040.6%
NBIS vs CLX
-40.6%
+1,081.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.1% | -5.7% |
| 7D | +8.3% | -5.9% | +14.2% | +4.5% |
| 30D | +18.1% | -17.0% | +35.1% | +5.7% |
| 3M | +7.8% | -9.6% | +17.3% | +3.3% |
| 6M | +136.6% | -21.5% | +158.1% | +114.6% |
| YTD | +172.5% | -8.8% | +181.3% | +167.9% |
| 1Y | +144.3% | -24.7% | +168.9% | +125.0% |
| All | +1,040.6% | -40.6% | +1,081.2% | +773.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling