+25.2%
VZ vs CLX
-6.5%
+31.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.7% | -3.7% | +1.0% |
| 7D | +6.9% | +14.2% | -7.3% | +4.4% |
| 30D | +2.3% | +22.7% | -20.4% | -1.4% |
| 3M | 0.0% | -2.8% | +2.8% | +0.3% |
| 6M | +0.2% | +17.7% | -17.4% | -2.8% |
| YTD | +20.9% | +3.3% | +17.6% | +19.2% |
| 1Y | +25.2% | -5.6% | +30.9% | +24.4% |
| All | +25.2% | -6.5% | +31.8% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling