+18.8%
CLF vs D
+16.8%
+2.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +7.6% | +1.5% | +6.1% | +7.0% |
| 30D | -1.2% | -2.6% | +1.4% | -0.3% |
| 3M | -13.4% | 0.0% | -13.4% | -13.3% |
| 6M | +15.4% | +7.4% | +8.1% | +12.9% |
| YTD | -5.9% | +15.9% | -21.7% | -11.1% |
| 1Y | +18.8% | +18.1% | +0.7% | +18.1% |
| All | +18.8% | +16.8% | +2.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling