+25.2%
ABT vs CCL
+155.2%
-130.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +1.0% | +5.8% | -4.8% | +0.6% |
| 30D | +11.6% | +17.3% | -5.7% | +10.4% |
| 3M | +2.3% | +11.3% | -9.0% | +1.5% |
| 6M | +32.7% | +18.5% | +14.3% | +30.9% |
| YTD | -9.6% | +2.8% | -12.4% | -10.5% |
| 1Y | -10.1% | +16.7% | -26.8% | -11.5% |
| 3Y | +25.2% | +146.0% | -120.8% | +20.4% |
| All | +25.2% | +155.2% | -130.0% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 3y: compounded portfolio wealth divided by compounded CCL 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…
3y analysis · Full analysis span regression · 6 months rolling