+618.5%
CLF vs WEC
+4,455.0%
-3,836.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +0.2% | -12.4% | -12.3% |
| 7D | -21.0% | +3.2% | -24.2% | -22.2% |
| 30D | -8.0% | +14.7% | -22.7% | -14.1% |
| 3M | -10.9% | +10.2% | -21.2% | -15.5% |
| 6M | +5.8% | +4.5% | +1.3% | +2.8% |
| YTD | -15.1% | +15.1% | -30.2% | -21.5% |
| 1Y | +7.2% | +9.4% | -2.2% | +1.6% |
| 3Y | -34.2% | +56.9% | -91.1% | -48.5% |
| 5Y | -49.6% | +54.4% | -104.0% | -60.9% |
| 10Y | +109.9% | +183.5% | -73.6% | +5.7% |
| All | +618.5% | +4,455.0% | -3,836.6% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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