+1,616.9%
BE vs CCL
+138.8%
+1,478.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +3.2% |
| 7D | -14.7% | +3.1% | -17.9% | -16.1% |
| 30D | -40.5% | +13.7% | -54.2% | -43.9% |
| 3M | -24.3% | +3.8% | -28.1% | -25.8% |
| 6M | -39.3% | +9.3% | -48.6% | -42.0% |
| YTD | +99.4% | -1.1% | +100.5% | +93.8% |
| 1Y | +26.6% | +14.6% | +12.0% | +14.9% |
| 3Y | +1,616.9% | +146.4% | +1,470.5% | +881.7% |
| All | +1,616.9% | +138.8% | +1,478.1% | +881.7% |
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