+990.1%
VZ vs CLX
+2,386.6%
-1,396.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | +0.1% | -9.2% | +9.3% | +2.6% |
| 30D | +7.9% | -11.0% | +18.9% | +11.1% |
| 3M | +13.6% | +5.0% | +8.6% | +11.9% |
| 6M | +1.1% | -18.8% | +19.9% | +5.9% |
| YTD | +29.3% | -4.4% | +33.7% | +29.6% |
| 1Y | +21.2% | -21.9% | +43.1% | +27.9% |
| 3Y | +75.9% | -32.8% | +108.7% | +91.1% |
| 5Y | +24.1% | -34.6% | +58.6% | +33.3% |
| 10Y | +62.4% | -4.7% | +67.1% | +53.3% |
| All | +990.1% | +2,386.6% | -1,396.5% | +307.5% |
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