-77.6%
CLF vs PSLV
+115.4%
-193.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.4% |
| 7D | +6.5% | +2.7% | +3.8% | +5.3% |
| 30D | +0.2% | +3.5% | -3.2% | -1.6% |
| 3M | -3.1% | +0.3% | -3.4% | -3.8% |
| 6M | +25.0% | -21.0% | +46.0% | +36.7% |
| YTD | -7.5% | -8.9% | +1.5% | -11.2% |
| 1Y | +11.5% | +54.0% | -42.4% | -16.9% |
| 3Y | -13.7% | +175.4% | -189.1% | -51.6% |
| 5Y | -47.0% | +157.7% | -204.6% | -69.7% |
| 10Y | +116.3% | +184.9% | -68.6% | +13.9% |
| All | -77.6% | +115.4% | -193.0% | -89.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling