+273,029.3%
AMZN vs CCL
+159.5%
+272,869.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.8% | +1.8% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | +3.4% | +10.3% | -6.9% | +0.2% |
| 3M | +0.1% | +6.6% | -6.5% | -2.5% |
| 6M | +0.6% | +20.0% | -19.4% | -6.0% |
| YTD | +15.9% | -1.9% | +17.8% | +13.3% |
| 1Y | +9.5% | +10.4% | -0.9% | +2.7% |
| 3Y | +86.3% | +134.8% | -48.5% | +32.1% |
| 5Y | +51.7% | +34.0% | +17.7% | +16.6% |
| 10Y | +623.8% | -32.5% | +656.3% | +416.4% |
| All | +273,029.3% | +159.5% | +272,869.8% | +71,072.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling