+618.5%
CLF vs KMB
+1,925.1%
-1,306.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +1.5% | -13.8% | -12.7% |
| 7D | -21.0% | +0.4% | -21.4% | -21.3% |
| 30D | -8.0% | +14.1% | -22.1% | -12.7% |
| 3M | -10.9% | -0.5% | -10.4% | -11.5% |
| 6M | +5.8% | +16.6% | -10.8% | -1.1% |
| YTD | -15.1% | +13.7% | -28.8% | -20.2% |
| 1Y | +7.2% | +16.1% | -8.8% | +0.1% |
| 3Y | -34.2% | +4.7% | -38.9% | -38.6% |
| 5Y | -49.6% | +1.5% | -51.1% | -53.1% |
| 10Y | +109.9% | +40.5% | +69.4% | +63.8% |
| All | +618.5% | +1,925.1% | -1,306.6% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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