+311.2%
TPR vs CLX
-3.9%
+315.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.2% | -3.5% |
| 7D | -3.4% | -3.5% | +0.2% | -3.0% |
| 30D | -27.3% | -11.9% | -15.4% | -26.2% |
| 3M | -16.2% | -2.6% | -13.6% | -16.0% |
| 6M | -17.9% | -18.2% | +0.3% | -16.3% |
| YTD | -7.1% | -5.9% | -1.2% | -6.5% |
| 1Y | +13.6% | -23.8% | +37.5% | +16.5% |
| 3Y | +293.7% | -33.6% | +327.3% | +305.9% |
| 5Y | +239.1% | -35.7% | +274.8% | +246.3% |
| 10Y | +311.2% | -2.5% | +313.7% | +290.4% |
| All | +311.2% | -3.9% | +315.1% | +290.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling