+316.5%
CLF vs RMD
+36,837.6%
-36,521.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +7.6% | -5.0% | +12.6% | +8.9% |
| 30D | -1.2% | +2.2% | -3.4% | -1.9% |
| 3M | -13.4% | +17.8% | -31.2% | -17.3% |
| 6M | +15.4% | -11.3% | +26.8% | +18.0% |
| YTD | -5.9% | -4.4% | -1.5% | -5.5% |
| 1Y | +18.8% | -15.7% | +34.5% | +23.0% |
| 3Y | -19.4% | +47.7% | -67.1% | -28.8% |
| 5Y | -47.7% | -19.2% | -28.5% | -46.8% |
| 10Y | +130.4% | +280.4% | -150.0% | +61.9% |
| All | +316.5% | +36,837.6% | -36,521.1% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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