+11.8%
CLF vs NDAQ
+0.3%
+11.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.5% |
| 7D | -2.7% | -1.6% | -1.1% | -2.4% |
| 30D | -3.2% | -1.5% | -1.7% | -3.1% |
| 3M | -5.0% | +8.0% | -13.0% | -6.6% |
| 6M | +26.6% | +7.7% | +18.9% | +23.3% |
| YTD | -9.0% | -2.3% | -6.6% | -10.2% |
| 1Y | +11.8% | +0.6% | +11.3% | +8.3% |
| All | +11.8% | +0.3% | +11.5% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling