-41.8%
CLF vs VRSN
+34.7%
-76.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +10.4% | +1.4% | +9.0% | +9.6% |
| 30D | +0.6% | +3.9% | -3.3% | -1.4% |
| 3M | +4.1% | +9.3% | -5.2% | -0.7% |
| 6M | +15.1% | +6.7% | +8.5% | +9.9% |
| YTD | -4.7% | +30.0% | -34.8% | -20.3% |
| 1Y | +20.4% | +26.0% | -5.6% | +2.7% |
| 3Y | -23.4% | +53.1% | -76.5% | -44.3% |
| All | -41.8% | +34.7% | -76.5% | -58.0% |
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