+201.7%
CLF vs VRSN
+6,651.0%
-6,449.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +7.6% | +0.1% | +7.5% | +7.6% |
| 30D | -1.2% | -0.2% | -1.0% | -1.2% |
| 3M | -13.4% | -0.3% | -13.1% | -13.6% |
| 6M | +15.4% | +23.0% | -7.6% | +9.6% |
| YTD | -5.9% | +21.3% | -27.2% | -10.6% |
| 1Y | +18.8% | +6.7% | +12.1% | +15.9% |
| 3Y | -19.4% | +45.0% | -64.4% | -26.5% |
| 5Y | -47.7% | +35.0% | -82.8% | -51.5% |
| 10Y | +130.4% | +276.3% | -146.0% | +76.3% |
| All | +201.7% | +6,651.0% | -6,449.3% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling