-51.4%
CLF vs OPEN
-93.8%
+42.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -21.8% | +23.5% | +4.2% |
| 7D | -19.6% | -22.2% | +2.6% | -17.7% |
| 30D | -5.0% | -38.3% | +33.4% | -0.6% |
| 3M | -6.3% | -59.4% | +53.1% | +2.7% |
| 6M | +2.8% | -74.4% | +77.1% | +18.1% |
| YTD | -13.7% | -76.0% | +62.3% | -0.9% |
| 1Y | +13.6% | -78.7% | +92.2% | +31.3% |
| 3Y | -34.0% | -30.0% | -4.0% | -44.4% |
| All | -51.4% | -93.8% | +42.4% | -48.1% |
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