+1,218.8%
URI vs CLX
+26.7%
+1,192.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.6% | +1.3% | +6.2% |
| 7D | -4.0% | +17.4% | -21.4% | -5.9% |
| 30D | +6.8% | +27.8% | -21.0% | +3.5% |
| 3M | -2.8% | +3.0% | -5.8% | -3.3% |
| 6M | +20.9% | +17.5% | +3.3% | +18.0% |
| YTD | +40.2% | +10.0% | +30.3% | +37.8% |
| 1Y | +34.1% | +3.3% | +30.8% | +32.7% |
| 3Y | +164.1% | -10.1% | +174.3% | +165.4% |
| 5Y | +199.3% | -23.7% | +223.1% | +202.4% |
| 10Y | +1,218.8% | +24.9% | +1,194.0% | +1,138.2% |
| All | +1,218.8% | +26.7% | +1,192.1% | +1,138.2% |
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