-36.8%
CLX price history and return analytics
+65.7%
-102.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.0% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -15.8% | -0.7% | -15.1% | -15.6% |
| 3M | -7.9% | +4.0% | -11.9% | -9.1% |
| 6M | -19.0% | +12.3% | -31.3% | -22.0% |
| YTD | -7.9% | +14.0% | -22.0% | -11.8% |
| 1Y | -25.4% | +20.3% | -45.7% | -29.7% |
| 3Y | -35.0% | +75.4% | -110.5% | -46.2% |
| 5Y | -36.8% | +66.0% | -102.7% | -50.7% |
| All | -36.8% | +65.7% | -102.4% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling