+7,128.3%
URI vs CLX
+462.6%
+6,665.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.5% | -7.7% | -7.3% |
| 7D | -12.9% | +12.4% | -25.4% | -15.6% |
| 30D | -3.4% | +21.1% | -24.5% | -8.2% |
| 3M | -10.0% | -3.3% | -6.7% | -9.5% |
| 6M | +12.2% | +18.8% | -6.6% | +6.2% |
| YTD | +29.8% | +3.9% | +25.8% | +26.7% |
| 1Y | +24.6% | -3.8% | +28.4% | +24.1% |
| 3Y | +137.6% | -10.5% | +148.1% | +138.5% |
| 5Y | +176.6% | -26.7% | +203.3% | +187.2% |
| 10Y | +1,402.6% | +19.9% | +1,382.7% | +1,158.6% |
| All | +7,128.3% | +462.6% | +6,665.8% | +4,493.7% |
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