+3,621.5%
STX vs CLX
-3.8%
+3,625.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.9% |
| 7D | +9.6% | -4.9% | +14.5% | +9.8% |
| 30D | +10.6% | -15.8% | +26.4% | +11.6% |
| 3M | +4.8% | -7.9% | +12.7% | +4.9% |
| 6M | +137.3% | -19.0% | +156.3% | +141.2% |
| YTD | +222.5% | -7.9% | +230.4% | +221.3% |
| 1Y | +366.2% | -25.4% | +391.6% | +379.2% |
| 3Y | +1,352.9% | -35.0% | +1,387.9% | +1,422.1% |
| 5Y | +1,077.4% | -36.8% | +1,114.2% | +1,116.1% |
| 10Y | +3,621.5% | -1.4% | +3,622.9% | +3,159.8% |
| All | +3,621.5% | -3.8% | +3,625.3% | +3,159.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling