+20.2%
CLF vs VIK
+55.4%
-35.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +6.2% | -15.4% | -11.3% |
| 7D | -7.9% | +5.4% | -13.3% | -9.8% |
| 30D | +5.2% | +12.5% | -7.3% | +0.3% |
| 3M | +4.3% | -15.2% | +19.5% | +11.7% |
| 6M | +25.3% | +15.4% | +9.9% | +16.8% |
| YTD | -3.3% | +27.7% | -31.0% | -13.6% |
| 1Y | +20.2% | +59.7% | -39.5% | +0.3% |
| All | +20.2% | +55.4% | -35.2% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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