+20.2%
CLF vs OPEN
-72.7%
+92.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +13.8% | -23.0% | -10.3% |
| 7D | -7.9% | +3.7% | -11.6% | -8.1% |
| 30D | +5.2% | -14.3% | +19.5% | +7.0% |
| 3M | +4.3% | -51.9% | +56.2% | +15.0% |
| 6M | +25.3% | -61.4% | +86.7% | +42.1% |
| YTD | -3.3% | -66.0% | +62.7% | +10.5% |
| 1Y | +20.2% | -71.4% | +91.6% | +39.8% |
| All | +20.2% | -72.7% | +92.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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