+22.1%
CLF vs INFQ
-39.9%
+62.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.4% | -10.6% | -9.4% |
| 7D | -7.9% | -11.1% | +3.2% | -6.2% |
| 30D | +5.2% | -32.4% | +37.6% | +11.6% |
| 3M | +4.3% | -25.3% | +29.6% | +8.3% |
| 6M | +25.3% | -30.3% | +55.6% | +27.2% |
| All | +22.1% | -39.9% | +62.0% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 1y: compounded portfolio wealth divided by compounded INFQ 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…
1y analysis · Full analysis span regression · 6 months rolling