+137,274.1%
UNH vs CLX
+2,347.6%
+134,926.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | +1.1% | -3.5% | +4.7% | +2.1% |
| 30D | -1.5% | -11.9% | +10.3% | +1.8% |
| 3M | -0.8% | -2.6% | +1.8% | -0.6% |
| 6M | +41.8% | -18.2% | +60.0% | +48.3% |
| YTD | +23.1% | -5.9% | +29.0% | +23.4% |
| 1Y | +28.5% | -23.8% | +52.4% | +36.6% |
| 3Y | -11.8% | -33.6% | +21.8% | -3.7% |
| 5Y | +5.3% | -35.7% | +41.0% | +13.6% |
| 10Y | +247.4% | -2.5% | +250.0% | +218.5% |
| All | +137,274.1% | +2,347.6% | +134,926.5% | +30,424.0% |
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