+20.2%
CLF vs GEN
+20.2%
+0.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +4.0% | -13.2% | -9.6% |
| 7D | -7.9% | +26.9% | -34.7% | -10.4% |
| 30D | +5.2% | +38.6% | -33.4% | +0.9% |
| 3M | +4.3% | +9.7% | -5.4% | +2.3% |
| 6M | +25.3% | +58.9% | -33.6% | +11.7% |
| YTD | -3.3% | +15.3% | -18.6% | -9.5% |
| 1Y | +20.2% | +21.8% | -1.6% | +13.0% |
| All | +20.2% | +20.2% | +0.1% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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