+55.6%
AMZN vs CCL
+32.3%
+23.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +8.0% | +5.8% | +2.2% | +6.3% |
| 30D | +3.2% | +17.3% | -14.0% | -1.5% |
| 3M | -2.6% | +11.3% | -13.9% | -6.0% |
| 6M | -0.7% | +18.5% | -19.1% | -6.3% |
| YTD | +17.4% | +2.8% | +14.6% | +13.6% |
| 1Y | +9.0% | +16.7% | -7.7% | +1.0% |
| 3Y | +88.7% | +146.0% | -57.3% | +34.3% |
| 5Y | +55.6% | +33.6% | +21.9% | +21.4% |
| All | +55.6% | +32.3% | +23.3% | +21.4% |
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