+45.8%
AMZN vs CCL
0.0%
+45.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -6.4% | -20.0% | +13.6% | -0.4% |
| 3M | +4.8% | -13.7% | +18.4% | +8.7% |
| 6M | +20.5% | -9.0% | +29.5% | +22.2% |
| YTD | +11.3% | -22.8% | +34.1% | +17.4% |
| 1Y | +9.0% | -25.3% | +34.3% | +15.1% |
| 3Y | +85.9% | +54.1% | +31.8% | +52.5% |
| 5Y | +45.8% | +3.5% | +42.3% | +20.2% |
| All | +45.8% | 0.0% | +45.8% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling