-48.2%
CLF vs UUUU
+132.1%
-180.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.7% | +1.8% | -4.5% | -3.1% |
| 30D | -3.2% | +1.8% | -5.0% | -4.0% |
| 3M | -5.0% | +1.3% | -6.2% | -6.5% |
| 6M | +26.6% | -26.8% | +53.4% | +33.7% |
| YTD | -9.0% | +0.1% | -9.0% | -14.6% |
| 1Y | +11.8% | +11.2% | +0.6% | -1.3% |
| 3Y | -15.1% | +97.7% | -112.8% | -43.6% |
| 5Y | -48.2% | +127.3% | -175.5% | -70.6% |
| All | -48.2% | +132.1% | -180.3% | -70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling