+114.5%
ADI vs CCL
+55.0%
+59.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +2.4% | -0.1% | +2.6% | +2.5% |
| 30D | -6.6% | -20.0% | +13.4% | +0.4% |
| 3M | -9.8% | -13.7% | +3.9% | -5.8% |
| 6M | +15.7% | -9.0% | +24.7% | +17.5% |
| YTD | +35.1% | -22.8% | +57.9% | +43.9% |
| 1Y | +47.7% | -25.3% | +73.0% | +57.9% |
| 3Y | +114.5% | +54.1% | +60.4% | +71.7% |
| All | +114.5% | +55.0% | +59.5% | +71.7% |
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