+123.7%
CLF vs PODD
+239.0%
-115.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | +7.6% | +1.6% | +6.0% | +7.2% |
| 30D | -1.2% | +10.7% | -11.9% | -3.5% |
| 3M | -13.4% | +0.7% | -14.1% | -14.9% |
| 6M | +15.4% | -39.3% | +54.7% | +26.8% |
| YTD | -5.9% | -48.1% | +42.2% | +7.2% |
| 1Y | +18.8% | -57.4% | +76.3% | +41.6% |
| 3Y | -19.4% | -23.3% | +3.9% | -19.1% |
| 5Y | -47.7% | -51.3% | +3.5% | -43.2% |
| All | +123.7% | +239.0% | -115.2% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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