+132.9%
ADBE vs CCL
-32.2%
+165.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +1.1% |
| 7D | -3.2% | -0.3% | -2.9% | -3.2% |
| 30D | +1.0% | +10.3% | -9.4% | -0.9% |
| 3M | -7.8% | +6.6% | -14.4% | -9.2% |
| 6M | -1.0% | +20.0% | -21.0% | -4.9% |
| YTD | -31.8% | -1.9% | -30.0% | -32.9% |
| 1Y | -29.2% | +10.4% | -39.7% | -31.9% |
| 3Y | -60.1% | +134.8% | -194.9% | -67.1% |
| 5Y | -63.7% | +34.0% | -97.7% | -69.1% |
| All | +132.9% | -32.2% | +165.1% | +122.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling