-87.5%
CLF price history and return analytics
+345.0%
-432.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -4.1% | -8.2% | -4.6% |
| 7D | -21.0% | -4.2% | -16.8% | -14.3% |
| 30D | -8.0% | -5.8% | -2.2% | +3.1% |
| 3M | -10.9% | -5.2% | -5.7% | -1.2% |
| 6M | +5.8% | +0.1% | +5.7% | +6.4% |
| YTD | -15.1% | +8.2% | -23.4% | -26.0% |
| 1Y | +7.2% | +10.1% | -2.9% | -9.3% |
| 3Y | -34.2% | +69.7% | -103.8% | -74.1% |
| 5Y | -49.6% | +53.4% | -103.0% | -75.2% |
| 10Y | +109.9% | +219.2% | -109.3% | -71.4% |
| All | -87.5% | +345.0% | -432.5% | -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