+142.7%
AMAT vs CCL
+138.8%
+3.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | -14.7% | +3.1% | -17.8% | -15.7% |
| 30D | -36.1% | +13.7% | -49.8% | -39.1% |
| 3M | -36.9% | +3.8% | -40.7% | -38.0% |
| 6M | -22.2% | +9.3% | -31.5% | -25.6% |
| YTD | +29.9% | -1.1% | +31.0% | +27.1% |
| 1Y | +43.3% | +14.6% | +28.7% | +32.3% |
| 3Y | +142.7% | +146.4% | -3.7% | +66.9% |
| All | +142.7% | +138.8% | +3.9% | +66.9% |
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