+80.1%
CLF vs BEN
+70.4%
+9.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +6.3% | +0.6% | +2.5% |
| 7D | -14.1% | +12.2% | -26.3% | -20.9% |
| 30D | -5.5% | +12.1% | -17.6% | -13.2% |
| 3M | 0.0% | +7.3% | -7.3% | -5.5% |
| 6M | +11.3% | +17.9% | -6.6% | -2.0% |
| YTD | -7.7% | +55.4% | -63.1% | -33.6% |
| 1Y | +17.5% | +69.3% | -51.8% | -20.6% |
| 3Y | -25.4% | +82.8% | -108.3% | -54.7% |
| 5Y | -46.0% | +28.8% | -74.8% | -58.1% |
| 10Y | +80.1% | +53.9% | +26.2% | +15.5% |
| All | +80.1% | +70.4% | +9.6% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling