+20.2%
CLF vs PSLV
+7.9%
+12.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +6.0% | -15.2% | -10.8% |
| 7D | -7.9% | -2.6% | -5.3% | -7.4% |
| 30D | +5.2% | -14.2% | +19.4% | +9.8% |
| 3M | +4.3% | -12.2% | +16.6% | +8.0% |
| 6M | +25.3% | -28.1% | +53.3% | +36.6% |
| YTD | -3.3% | -28.2% | +24.9% | -2.0% |
| 1Y | +20.2% | +9.1% | +11.1% | -1.0% |
| All | +20.2% | +7.9% | +12.3% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling