-51.4%
CLF price history and return analytics
+53.4%
-104.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.3% |
| 7D | -19.6% | -2.3% | -17.3% | -16.0% |
| 30D | -5.0% | -5.0% | 0.0% | +4.3% |
| 3M | -6.3% | -4.9% | -1.4% | +2.7% |
| 6M | +2.8% | -1.5% | +4.3% | +6.5% |
| YTD | -13.7% | +8.5% | -22.2% | -24.4% |
| 1Y | +13.6% | +11.4% | +2.2% | -4.9% |
| 3Y | -34.0% | +70.1% | -104.1% | -71.4% |
| All | -51.4% | +53.4% | -104.8% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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