+80.1%
CLF vs PAAS
+178.0%
-97.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.9% | +4.1% | +6.2% |
| 7D | -14.1% | +8.8% | -22.9% | -16.3% |
| 30D | -5.5% | -8.5% | +2.9% | -3.6% |
| 3M | 0.0% | -17.0% | +17.0% | +4.4% |
| 6M | +11.3% | -27.9% | +39.1% | +20.3% |
| YTD | -7.7% | -17.5% | +9.8% | -5.1% |
| 1Y | +17.5% | +22.8% | -5.3% | +8.0% |
| 3Y | -25.4% | +224.2% | -249.6% | -48.6% |
| 5Y | -46.0% | +73.6% | -119.6% | -57.8% |
| 10Y | +80.1% | +186.4% | -106.3% | +24.6% |
| All | +80.1% | +178.0% | -97.9% | +24.6% |
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