-34.0%
CLF vs OPEN
-35.5%
+1.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -21.8% | +23.5% | +3.9% |
| 7D | -19.6% | -22.2% | +2.6% | -17.9% |
| 30D | -5.0% | -38.3% | +33.4% | -1.0% |
| 3M | -6.3% | -59.4% | +53.1% | +2.0% |
| 6M | +2.8% | -74.4% | +77.1% | +16.9% |
| YTD | -13.7% | -76.0% | +62.3% | -1.9% |
| 1Y | +13.6% | -78.7% | +92.2% | +30.0% |
| 3Y | -34.0% | -30.0% | -4.0% | -46.2% |
| All | -34.0% | -35.5% | +1.5% | -46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling