+7,210.0%
URI vs CLX
+464.0%
+6,746.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | -9.8% | +13.6% | -23.4% | -12.8% |
| 30D | +1.7% | +23.4% | -21.6% | -3.8% |
| 3M | -9.1% | -2.8% | -6.2% | -8.7% |
| 6M | +9.9% | +14.0% | -4.1% | +5.2% |
| YTD | +31.2% | +4.2% | +27.0% | +28.0% |
| 1Y | +25.9% | -1.2% | +27.1% | +24.5% |
| 3Y | +147.4% | -12.7% | +160.1% | +150.0% |
| 5Y | +179.7% | -26.5% | +206.2% | +190.2% |
| 10Y | +1,419.5% | +20.2% | +1,399.3% | +1,172.0% |
| All | +7,210.0% | +464.0% | +6,746.0% | +4,542.5% |
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