+4.0%
CLF vs UUUU
+4.2%
-0.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -0.8% |
| 7D | -3.7% | -5.0% | +1.4% | -2.6% |
| 30D | -4.7% | -7.8% | +3.1% | -3.3% |
| 3M | -4.7% | -0.4% | -4.2% | -5.5% |
| 6M | +24.0% | -32.9% | +56.9% | +32.0% |
| YTD | -10.9% | -6.3% | -4.7% | -14.3% |
| 1Y | +4.0% | +7.9% | -3.9% | +2.5% |
| All | +4.0% | +4.2% | -0.2% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling