-51.4%
CLF vs VRSN
+34.5%
-86.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | -19.6% | +0.5% | -20.1% | -19.8% |
| 30D | -5.0% | +4.9% | -9.9% | -7.2% |
| 3M | -6.3% | +5.8% | -12.1% | -9.2% |
| 6M | +2.8% | +12.6% | -9.8% | -4.9% |
| YTD | -13.7% | +28.2% | -41.9% | -27.2% |
| 1Y | +13.6% | +30.4% | -16.9% | -5.4% |
| 3Y | -34.0% | +54.6% | -88.6% | -52.4% |
| All | -51.4% | +34.5% | -86.0% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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