+616.7%
ADI vs CCL
-42.0%
+658.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +1.3% | -4.3% | +5.6% | +2.4% |
| 30D | -6.0% | -19.0% | +13.0% | -1.2% |
| 3M | -7.7% | -13.1% | +5.4% | -4.9% |
| 6M | +14.0% | -13.3% | +27.3% | +16.8% |
| YTD | +34.4% | -25.2% | +59.6% | +41.9% |
| 1Y | +48.0% | -27.2% | +75.2% | +56.5% |
| 3Y | +113.3% | +49.2% | +64.1% | +86.6% |
| 5Y | +131.1% | +0.4% | +130.7% | +105.3% |
| All | +616.7% | -42.0% | +658.7% | +582.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling