+618.5%
CLF vs GEN
+8,824.3%
-8,205.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -0.9% | -11.3% | -12.1% |
| 7D | -21.0% | +8.5% | -29.5% | -22.2% |
| 30D | -8.0% | +34.2% | -42.2% | -13.3% |
| 3M | -10.9% | +10.0% | -20.9% | -13.2% |
| 6M | +5.8% | +56.8% | -50.9% | -4.1% |
| YTD | -15.1% | +14.2% | -29.4% | -18.6% |
| 1Y | +7.2% | +20.8% | -13.6% | +1.8% |
| 3Y | -34.2% | +84.1% | -118.2% | -42.5% |
| 5Y | -49.6% | +37.1% | -86.7% | -53.8% |
| 10Y | +109.9% | +171.5% | -61.6% | +65.9% |
| All | +618.5% | +8,824.3% | -8,205.8% | +273.6% |
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