+87.5%
CLF vs PODD
+314.4%
-226.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +1.9% |
| 7D | +2.3% | -9.1% | +11.4% | +4.4% |
| 30D | +1.9% | +7.3% | -5.4% | +0.3% |
| 3M | +5.9% | +3.7% | +2.2% | +4.7% |
| 6M | +16.9% | -2.7% | +19.6% | +15.1% |
| YTD | -1.1% | -47.2% | +46.2% | +11.6% |
| 1Y | +28.8% | -54.0% | +82.8% | +50.0% |
| 3Y | -20.6% | -3.3% | -17.3% | -24.1% |
| 5Y | -41.5% | -52.3% | +10.8% | -36.5% |
| 10Y | +87.5% | +322.4% | -234.9% | +34.0% |
| All | +87.5% | +314.4% | -226.9% | +34.0% |
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