-42.8%
CLF vs MNDY
-55.2%
+12.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.5% | +1.9% |
| 7D | +2.3% | -19.8% | +22.1% | +6.0% |
| 30D | +1.9% | -8.4% | +10.3% | +2.7% |
| 3M | +5.9% | -11.2% | +17.1% | +6.3% |
| 6M | +16.9% | +0.9% | +16.0% | +13.3% |
| YTD | -1.1% | -47.4% | +46.3% | +7.0% |
| 1Y | +28.8% | -53.0% | +81.8% | +42.0% |
| 3Y | -20.6% | -44.6% | +24.0% | -15.4% |
| 5Y | -41.5% | -78.7% | +37.2% | -38.7% |
| All | -42.8% | -55.2% | +12.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling