+630.6%
CLF vs GEN
+8,588.0%
-7,957.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.2% |
| 7D | -19.6% | +2.3% | -21.8% | -20.0% |
| 30D | -5.0% | +33.1% | -38.0% | -10.3% |
| 3M | -6.3% | +6.5% | -12.8% | -8.2% |
| 6M | +2.8% | +53.8% | -51.0% | -6.6% |
| YTD | -13.7% | +11.2% | -24.9% | -16.8% |
| 1Y | +13.6% | +19.4% | -5.8% | +8.0% |
| 3Y | -34.0% | +81.0% | -115.0% | -42.2% |
| 5Y | -48.7% | +33.4% | -82.2% | -52.8% |
| 10Y | +113.4% | +164.3% | -50.8% | +69.5% |
| All | +630.6% | +8,588.0% | -7,957.5% | +281.7% |
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