+8,143.9%
PWR vs CLX
+489.1%
+7,654.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.6% |
| 7D | +19.1% | +8.5% | +10.5% | +16.8% |
| 30D | -12.0% | +30.0% | -42.0% | -17.7% |
| 3M | -10.6% | +3.8% | -14.4% | -11.8% |
| 6M | -20.8% | +24.6% | -45.4% | -26.1% |
| YTD | +43.7% | +12.8% | +31.0% | +36.7% |
| 1Y | +35.0% | +8.6% | +26.4% | +29.4% |
| 3Y | +249.4% | -8.6% | +258.1% | +244.5% |
| 5Y | +422.1% | -21.8% | +443.9% | +425.3% |
| 10Y | +1,868.4% | +30.4% | +1,838.1% | +1,470.0% |
| All | +8,143.9% | +489.1% | +7,654.8% | +3,968.4% |
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