+236.4%
CLX price history and return analytics
+346.0%
-109.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +13.6% | -2.3% | +15.9% | +14.5% |
| 30D | +23.4% | -5.0% | +28.3% | +25.5% |
| 3M | -2.8% | -4.9% | +2.0% | -1.2% |
| 6M | +14.0% | -1.5% | +15.5% | +14.4% |
| YTD | +4.2% | +8.5% | -4.3% | +1.1% |
| 1Y | -1.2% | +11.4% | -12.5% | -5.0% |
| 3Y | -12.7% | +70.1% | -82.8% | -28.1% |
| 5Y | -26.5% | +53.7% | -80.2% | -37.8% |
| 10Y | +20.2% | +220.0% | -199.8% | -24.8% |
| All | +236.4% | +346.0% | -109.6% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling