+116.3%
CLF vs FTI
+304.2%
-187.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -0.7% |
| 7D | +6.5% | -0.2% | +6.7% | +6.6% |
| 30D | +0.2% | +12.3% | -12.1% | -5.2% |
| 3M | -3.1% | +13.8% | -16.8% | -9.0% |
| 6M | +25.0% | +24.3% | +0.7% | +11.7% |
| YTD | -7.5% | +75.8% | -83.2% | -29.7% |
| 1Y | +11.5% | +99.6% | -88.1% | -20.9% |
| 3Y | -13.7% | +278.4% | -292.1% | -56.1% |
| 5Y | -47.0% | +1,168.7% | -1,215.7% | -85.9% |
| 10Y | +116.3% | +297.5% | -181.2% | -20.6% |
| All | +116.3% | +304.2% | -187.9% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FTI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling