-87.3%
CLF price history and return analytics
+346.0%
-433.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.3% |
| 7D | -19.6% | -2.3% | -17.3% | -15.8% |
| 30D | -5.0% | -5.0% | 0.0% | +4.7% |
| 3M | -6.3% | -4.9% | -1.4% | +3.1% |
| 6M | +2.8% | -1.5% | +4.3% | +6.6% |
| YTD | -13.7% | +8.5% | -22.2% | -25.1% |
| 1Y | +13.6% | +11.4% | +2.2% | -6.0% |
| 3Y | -34.0% | +70.1% | -104.1% | -74.1% |
| 5Y | -48.7% | +53.7% | -102.5% | -74.9% |
| 10Y | +113.4% | +220.0% | -106.5% | -71.0% |
| All | -87.3% | +346.0% | -433.3% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling