-47.0%
CLF vs MNDY
-78.2%
+31.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.1% | +6.4% | -0.1% |
| 7D | +6.5% | -13.3% | +19.8% | +9.3% |
| 30D | +0.2% | -10.2% | +10.4% | +1.7% |
| 3M | -3.1% | -0.1% | -3.0% | -4.4% |
| 6M | +25.0% | +6.3% | +18.7% | +20.3% |
| YTD | -7.5% | -43.3% | +35.8% | +0.7% |
| 1Y | +11.5% | -56.1% | +67.6% | +27.1% |
| 3Y | -13.7% | -51.1% | +37.4% | -5.3% |
| 5Y | -47.0% | -78.5% | +31.5% | -42.8% |
| All | -47.0% | -78.2% | +31.2% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling