+8,390.6%
PWR vs CLX
+399.4%
+7,991.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | +3.6% | -9.2% | +12.8% | +6.1% |
| 30D | -8.6% | -11.0% | +2.5% | -6.0% |
| 3M | -13.2% | +5.0% | -18.2% | -15.1% |
| 6M | +9.9% | -18.8% | +28.7% | +14.4% |
| YTD | +48.0% | -4.4% | +52.4% | +47.1% |
| 1Y | +66.2% | -21.9% | +88.0% | +73.7% |
| 3Y | +195.1% | -32.8% | +227.9% | +216.5% |
| 5Y | +442.6% | -34.6% | +477.1% | +472.8% |
| 10Y | +2,334.2% | -4.7% | +2,338.9% | +2,036.3% |
| All | +8,390.6% | +399.4% | +7,991.2% | +4,280.5% |
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