+99.7%
CLF vs BEN
+62.2%
+37.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | -1.7% |
| 7D | -19.6% | +6.6% | -26.2% | -23.3% |
| 30D | -5.0% | +3.8% | -8.8% | -8.1% |
| 3M | -6.3% | +0.2% | -6.5% | -7.2% |
| 6M | +2.8% | +10.4% | -7.7% | -5.3% |
| YTD | -13.7% | +46.2% | -59.9% | -35.5% |
| 1Y | +13.6% | +52.3% | -38.7% | -17.9% |
| 3Y | -34.0% | +65.9% | -99.9% | -57.3% |
| 5Y | -48.7% | +20.6% | -69.3% | -58.5% |
| All | +99.7% | +62.2% | +37.5% | +11.4% |
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