+802.8%
TEAM vs CLX
-1.3%
+804.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.6% |
| 7D | -0.4% | -9.2% | +8.8% | -0.6% |
| 30D | +67.3% | -11.0% | +78.3% | +67.0% |
| 3M | +86.8% | +5.0% | +81.7% | +87.4% |
| 6M | +146.8% | -18.8% | +165.6% | +148.5% |
| YTD | +16.9% | -4.4% | +21.3% | +16.6% |
| 1Y | +12.8% | -21.9% | +34.6% | +13.7% |
| 3Y | -7.3% | -32.8% | +25.5% | -6.2% |
| 5Y | -50.7% | -34.6% | -16.1% | -50.7% |
| 10Y | +529.8% | -4.7% | +534.5% | +526.0% |
| All | +802.8% | -1.3% | +804.1% | +801.4% |
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