-59.0%
CLF vs PODD
+767.5%
-826.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.4% |
| 7D | +7.6% | +1.6% | +6.0% | +7.0% |
| 30D | -1.2% | +10.7% | -11.9% | -4.6% |
| 3M | -13.4% | +0.7% | -14.1% | -15.6% |
| 6M | +15.4% | -39.3% | +54.7% | +30.2% |
| YTD | -5.9% | -48.1% | +42.2% | +11.4% |
| 1Y | +18.8% | -57.4% | +76.3% | +49.3% |
| 3Y | -19.4% | -23.3% | +3.9% | -20.4% |
| 5Y | -47.7% | -51.3% | +3.5% | -42.5% |
| 10Y | +130.4% | +242.0% | -111.6% | +12.0% |
| All | -59.0% | +767.5% | -826.5% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling