+696.9%
CLF vs GEN
+8,838.9%
-8,142.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +2.2% |
| 7D | +7.6% | -1.2% | +8.8% | +7.8% |
| 30D | -1.2% | +10.1% | -11.3% | -3.1% |
| 3M | -13.4% | +16.1% | -29.5% | -16.1% |
| 6M | +15.4% | +38.9% | -23.4% | +7.7% |
| YTD | -5.9% | +14.4% | -20.3% | -9.1% |
| 1Y | +18.8% | +5.9% | +13.0% | +16.3% |
| 3Y | -19.4% | +58.8% | -78.2% | -27.2% |
| 5Y | -47.7% | +24.7% | -72.4% | -50.8% |
| 10Y | +130.4% | +163.1% | -32.7% | +84.4% |
| All | +696.9% | +8,838.9% | -8,142.0% | +317.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling