+120.3%
CLF vs UUUU
+495.2%
-374.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -0.5% |
| 7D | -3.7% | -5.0% | +1.4% | -2.4% |
| 30D | -4.7% | -7.8% | +3.1% | -3.0% |
| 3M | -4.7% | -0.4% | -4.2% | -5.8% |
| 6M | +24.0% | -32.9% | +56.9% | +34.0% |
| YTD | -10.9% | -6.3% | -4.7% | -14.9% |
| 1Y | +4.0% | +7.9% | -3.9% | -7.0% |
| 3Y | -16.9% | +85.2% | -102.1% | -42.4% |
| 5Y | -49.3% | +97.0% | -146.3% | -68.0% |
| All | +120.3% | +495.2% | -374.9% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UUUU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling