-26.4%
CLF vs VIK
+236.8%
-263.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -3.0% |
| 7D | +6.5% | +3.6% | +2.9% | +4.6% |
| 30D | +0.2% | -16.7% | +17.0% | +9.7% |
| 3M | -3.1% | -1.1% | -2.0% | -3.3% |
| 6M | +25.0% | +27.8% | -2.8% | +8.6% |
| YTD | -7.5% | +23.3% | -30.8% | -18.7% |
| 1Y | +11.5% | +38.2% | -26.7% | -8.3% |
| All | -26.4% | +236.8% | -263.2% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling