+116.3%
CLF vs WAB
+283.1%
-166.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.2% | -2.2% |
| 7D | +6.5% | +1.7% | +4.8% | +5.0% |
| 30D | +0.2% | -2.4% | +2.7% | +2.3% |
| 3M | -3.1% | +9.7% | -12.7% | -10.6% |
| 6M | +25.0% | +16.5% | +8.5% | +9.4% |
| YTD | -7.5% | +33.7% | -41.2% | -27.7% |
| 1Y | +11.5% | +49.7% | -38.2% | -20.9% |
| 3Y | -13.7% | +170.9% | -184.6% | -62.2% |
| 5Y | -47.0% | +228.0% | -275.0% | -80.0% |
| 10Y | +116.3% | +284.8% | -168.5% | -42.0% |
| All | +116.3% | +283.1% | -166.8% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling