+696.9%
CLF vs SU
+60,256.6%
-59,559.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.8% |
| 7D | +7.6% | +3.6% | +4.0% | +7.6% |
| 30D | -1.2% | +7.9% | -9.1% | -1.2% |
| 3M | -13.4% | +3.5% | -16.9% | -13.4% |
| 6M | +15.4% | +19.0% | -3.5% | +15.4% |
| YTD | -5.9% | +55.0% | -60.8% | -6.0% |
| 1Y | +18.8% | +71.2% | -52.4% | +18.6% |
| 3Y | -19.4% | +117.4% | -136.8% | -19.6% |
| 5Y | -47.7% | +335.2% | -382.9% | -47.9% |
| 10Y | +130.4% | +248.7% | -118.4% | +129.7% |
| All | +696.9% | +60,256.6% | -59,559.7% | +683.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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