-8.3%
CCEL vs SPY
+17.9%
-26.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -3.2% |
| 7D | +1.7% | -0.4% | +2.1% | +2.1% |
| 30D | +17.1% | -1.4% | +18.5% | +18.4% |
| 3M | +19.1% | +3.7% | +15.4% | +16.3% |
| 6M | +29.2% | +13.0% | +16.2% | +21.2% |
| YTD | +19.5% | +12.4% | +7.1% | +12.0% |
| All | -8.3% | +17.9% | -26.2% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling