-13.7%
CLF vs MNDY
-52.1%
+38.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.1% | +6.4% | +0.2% |
| 7D | +6.5% | -13.3% | +19.8% | +9.8% |
| 30D | +0.2% | -10.2% | +10.4% | +2.0% |
| 3M | -3.1% | -0.1% | -3.0% | -4.6% |
| 6M | +25.0% | +6.3% | +18.7% | +19.1% |
| YTD | -7.5% | -43.3% | +35.8% | +3.7% |
| 1Y | +11.5% | -56.1% | +67.6% | +33.0% |
| 3Y | -13.7% | -51.1% | +37.4% | +11.2% |
| All | -13.7% | -52.1% | +38.4% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling