+83.5%
CLF vs MSCI
+789.3%
-705.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.1% |
| 7D | -9.1% | +2.7% | -11.7% | -10.4% |
| 30D | -0.9% | +16.2% | -17.2% | -8.9% |
| 3M | +3.0% | +17.1% | -14.1% | -5.9% |
| 6M | +16.7% | +13.0% | +3.7% | +7.2% |
| YTD | -3.2% | +15.8% | -18.9% | -13.7% |
| 1Y | +24.6% | +15.5% | +9.1% | +11.1% |
| 3Y | -22.3% | +32.3% | -54.6% | -37.2% |
| 5Y | -41.2% | +8.2% | -49.4% | -48.7% |
| 10Y | +83.5% | +800.7% | -717.2% | -41.0% |
| All | +83.5% | +789.3% | -705.8% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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