+624.3%
ADI vs CCL
-41.4%
+665.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.0% |
| 7D | +2.6% | -4.4% | +7.0% | +3.7% |
| 30D | -4.6% | -18.2% | +13.6% | 0.0% |
| 3M | -9.5% | -17.7% | +8.2% | -5.5% |
| 6M | +14.8% | -13.0% | +27.9% | +17.6% |
| YTD | +35.8% | -24.5% | +60.3% | +43.1% |
| 1Y | +48.9% | -26.9% | +75.9% | +57.4% |
| 3Y | +115.6% | +50.8% | +64.8% | +88.1% |
| 5Y | +135.1% | -0.9% | +136.0% | +109.3% |
| All | +624.3% | -41.4% | +665.7% | +587.6% |
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