+80.1%
CLF vs GEN
+166.9%
-86.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +6.9% | +7.0% |
| 7D | -14.1% | -0.3% | -13.8% | -14.1% |
| 30D | -5.5% | +28.2% | -33.7% | -13.7% |
| 3M | 0.0% | +2.6% | -2.6% | -2.3% |
| 6M | +11.3% | +32.7% | -21.4% | -1.6% |
| YTD | -7.7% | +11.3% | -18.9% | -13.8% |
| 1Y | +17.5% | +17.9% | -0.4% | +7.4% |
| 3Y | -25.4% | +66.3% | -91.8% | -40.2% |
| 5Y | -46.0% | +31.7% | -77.6% | -54.0% |
| 10Y | +80.1% | +150.0% | -69.9% | +2.8% |
| All | +80.1% | +166.9% | -86.8% | +2.8% |
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