+18.5%
CLF vs VIK
+47.2%
-28.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | 0.0% |
| 7D | +16.0% | +3.2% | +12.8% | +14.7% |
| 30D | +1.6% | +8.2% | -6.5% | -1.4% |
| 3M | +6.7% | -14.7% | +21.4% | +14.0% |
| 6M | +21.1% | +10.3% | +10.9% | +15.2% |
| YTD | -1.6% | +24.5% | -26.0% | -10.7% |
| 1Y | +18.5% | +45.7% | -27.2% | +2.2% |
| All | +18.5% | +47.2% | -28.7% | +2.2% |
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