-47.8%
CLF vs OPEN
-83.7%
+35.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | +7.6% | -4.3% | +11.8% | +8.1% |
| 30D | -1.2% | -16.2% | +15.0% | +0.7% |
| 3M | -13.4% | -36.4% | +23.0% | -9.4% |
| 6M | +15.4% | -35.5% | +50.9% | +20.0% |
| YTD | -5.9% | -46.0% | +40.1% | -0.5% |
| 1Y | +18.8% | -47.1% | +66.0% | +20.7% |
| 3Y | -19.4% | -19.0% | -0.4% | -32.2% |
| All | -47.8% | -83.7% | +35.9% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling