+95.6%
AXP vs CCL
+23.2%
+72.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -0.7% |
| 7D | +0.4% | +2.6% | -2.2% | -0.4% |
| 30D | +7.0% | +11.3% | -4.3% | +3.6% |
| 3M | -6.6% | +0.3% | -6.8% | -7.2% |
| 6M | +3.5% | +16.1% | -12.7% | -2.3% |
| YTD | -11.2% | -1.6% | -9.6% | -12.8% |
| 1Y | -10.2% | +11.8% | -21.9% | -15.5% |
| 3Y | +120.0% | +139.6% | -19.5% | +60.6% |
| 5Y | +95.6% | +21.3% | +74.3% | +78.3% |
| All | +95.6% | +23.2% | +72.3% | +78.3% |
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