+113.7%
CLF vs OPEN
-88.9%
+202.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.6% | +0.4% | -2.8% |
| 7D | +10.4% | -15.0% | +25.4% | +12.2% |
| 30D | +0.6% | -40.2% | +40.8% | +5.2% |
| 3M | +4.1% | -67.4% | +71.5% | +16.4% |
| 6M | +15.1% | -74.0% | +89.1% | +31.0% |
| YTD | -4.7% | -79.6% | +74.8% | +10.6% |
| 1Y | +20.4% | -86.1% | +106.5% | +45.2% |
| 3Y | -23.4% | -41.4% | +18.0% | -33.2% |
| 5Y | -43.3% | -94.9% | +51.6% | -42.4% |
| All | +113.7% | -88.9% | +202.6% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling