+74.6%
CLF vs PAAS
+205.7%
-131.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +10.4% | -8.9% | +19.3% | +13.1% |
| 30D | +0.6% | -11.4% | +12.0% | +3.4% |
| 3M | +4.1% | -20.4% | +24.6% | +10.0% |
| 6M | +15.1% | -40.7% | +55.8% | +31.3% |
| YTD | -4.7% | -26.9% | +22.2% | +1.1% |
| 1Y | +20.4% | -3.1% | +23.4% | +17.8% |
| 3Y | -23.4% | +199.3% | -222.6% | -46.2% |
| 5Y | -43.3% | +48.3% | -91.6% | -54.0% |
| All | +74.6% | +205.7% | -131.1% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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