+99.7%
CLF vs NDAQ
+475.8%
-376.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | -19.6% | +0.8% | -20.4% | -20.0% |
| 30D | -5.0% | +16.5% | -21.5% | -14.7% |
| 3M | -6.3% | +13.5% | -19.8% | -14.7% |
| 6M | +2.8% | +20.9% | -18.1% | -11.3% |
| YTD | -13.7% | +11.4% | -25.1% | -22.5% |
| 1Y | +13.6% | +25.9% | -12.3% | -6.5% |
| 3Y | -34.0% | +119.9% | -153.8% | -64.0% |
| 5Y | -48.7% | +61.7% | -110.5% | -65.9% |
| All | +99.7% | +475.8% | -376.1% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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