+20.2%
CLF vs BRKR
+65.8%
-45.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +12.9% | -22.1% | -11.6% |
| 7D | -7.9% | +2.9% | -10.8% | -8.4% |
| 30D | +5.2% | -0.1% | +5.4% | +5.1% |
| 3M | +4.3% | +26.9% | -22.6% | -1.9% |
| 6M | +25.3% | +75.6% | -50.3% | -7.3% |
| YTD | -3.3% | +35.8% | -39.2% | -22.7% |
| 1Y | +20.2% | +58.6% | -38.4% | -11.5% |
| All | +20.2% | +65.8% | -45.6% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling