-34.0%
CLF vs PODD
-10.3%
-23.7%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.2% | +7.8% | +2.3% |
| 7D | -19.6% | -2.1% | -17.5% | -19.4% |
| 30D | -5.0% | +9.0% | -14.0% | -5.9% |
| 3M | -6.3% | +5.2% | -11.5% | -7.0% |
| 6M | +2.8% | -3.2% | +5.9% | +1.4% |
| YTD | -13.7% | -48.5% | +34.8% | -1.6% |
| 1Y | +13.6% | -54.7% | +68.3% | +33.4% |
| 3Y | -34.0% | -7.8% | -26.2% | -34.9% |
| All | -34.0% | -10.3% | -23.7% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling