+117.2%
CLF vs OPEN
-87.8%
+205.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.1% | +12.0% | +5.7% |
| 7D | -9.1% | -24.7% | +15.7% | -6.8% |
| 30D | -0.9% | -41.0% | +40.1% | +3.9% |
| 3M | +3.0% | -62.4% | +65.3% | +13.3% |
| 6M | +16.7% | -73.9% | +90.5% | +32.9% |
| YTD | -3.2% | -77.5% | +74.4% | +11.3% |
| 1Y | +24.6% | -83.6% | +108.2% | +47.7% |
| 3Y | -22.3% | -37.0% | +14.7% | -32.7% |
| 5Y | -41.2% | -93.3% | +52.1% | -41.7% |
| All | +117.2% | -87.8% | +205.0% | +91.2% |
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