+1,315.3%
AMAT vs CCL
-27.9%
+1,343.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.2% | +7.2% | +10.1% |
| 7D | -1.1% | +3.1% | -4.1% | -1.9% |
| 30D | -26.9% | +17.5% | -44.4% | -30.4% |
| 3M | -31.2% | +6.8% | -38.0% | -32.8% |
| 6M | -14.7% | +18.7% | -33.4% | -19.7% |
| YTD | +44.7% | +3.0% | +41.7% | +41.1% |
| 1Y | +62.0% | +17.7% | +44.2% | +51.2% |
| 3Y | +165.0% | +155.6% | +9.4% | +91.0% |
| 5Y | +147.1% | +30.2% | +116.9% | +98.4% |
| 10Y | +1,315.3% | -28.5% | +1,343.7% | +1,208.6% |
| All | +1,315.3% | -27.9% | +1,343.1% | +1,208.6% |
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