+83.5%
CLF vs TRGP
+762.8%
-679.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +3.6% |
| 7D | -9.1% | -5.8% | -3.3% | -6.1% |
| 30D | -0.9% | -1.5% | +0.6% | 0.0% |
| 3M | +3.0% | +6.1% | -3.1% | -0.2% |
| 6M | +16.7% | +14.4% | +2.3% | +8.0% |
| YTD | -3.2% | +55.3% | -58.5% | -23.2% |
| 1Y | +24.6% | +69.1% | -44.5% | -5.4% |
| 3Y | -22.3% | +254.3% | -276.6% | -59.3% |
| 5Y | -41.2% | +471.4% | -512.6% | -75.4% |
| 10Y | +83.5% | +773.0% | -689.5% | -45.5% |
| All | +83.5% | +762.8% | -679.2% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling