+653.2%
ADI vs CCL
-29.3%
+682.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +0.7% | -1.5% | +2.2% | +1.2% |
| 30D | +0.7% | +16.5% | -15.8% | -2.9% |
| 3M | +6.5% | +11.2% | -4.7% | +3.5% |
| 6M | -2.7% | +22.6% | -25.3% | -8.0% |
| YTD | +52.2% | +2.6% | +49.6% | +48.7% |
| 1Y | +77.5% | +17.0% | +60.5% | +67.6% |
| 3Y | +148.8% | +145.5% | +3.2% | +94.2% |
| 5Y | +142.9% | +36.1% | +106.8% | +100.7% |
| 10Y | +653.2% | -29.4% | +682.7% | +570.3% |
| All | +653.2% | -29.3% | +682.5% | +570.3% |
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