+706.4%
CLF vs TROW
+14,513.4%
-13,807.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.5% |
| 7D | +10.4% | +0.5% | +9.9% | +10.2% |
| 30D | +0.6% | +9.3% | -8.8% | -4.0% |
| 3M | +4.1% | -0.9% | +5.0% | +4.1% |
| 6M | +15.1% | +8.3% | +6.8% | +9.9% |
| YTD | -4.7% | +10.6% | -15.4% | -10.1% |
| 1Y | +20.4% | +10.5% | +9.8% | +13.4% |
| 3Y | -23.4% | +36.5% | -59.9% | -33.9% |
| 5Y | -43.3% | -37.1% | -6.2% | -30.7% |
| 10Y | +80.5% | +125.2% | -44.7% | +28.3% |
| All | +706.4% | +14,513.4% | -13,807.0% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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