+18.8%
CLF vs NDAQ
+26.1%
-7.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.7% | +6.9% |
| 7D | -14.1% | -0.1% | -14.0% | -14.0% |
| 30D | -5.5% | +15.9% | -21.4% | -7.0% |
| 3M | 0.0% | +15.1% | -15.1% | -1.7% |
| 6M | +11.3% | +22.9% | -11.6% | +7.5% |
| YTD | -7.7% | +12.8% | -20.5% | -12.1% |
| All | +18.8% | +26.1% | -7.3% | +2.8% |
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