+80.4%
CLF vs GEN
+147.0%
-66.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.5% |
| 7D | +16.0% | -3.0% | +18.9% | +17.1% |
| 30D | +1.6% | +24.7% | -23.1% | -6.2% |
| 3M | +6.7% | +4.1% | +2.6% | +3.7% |
| 6M | +21.1% | +36.0% | -14.9% | +6.2% |
| YTD | -1.6% | +10.9% | -12.4% | -8.0% |
| 1Y | +18.5% | +12.2% | +6.3% | +10.3% |
| 3Y | -21.0% | +63.3% | -84.3% | -36.3% |
| 5Y | -41.4% | +29.0% | -70.4% | -49.8% |
| All | +80.4% | +147.0% | -66.6% | +0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling