-26.9%
CCL vs A
+13.9%
-40.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.6% |
| 7D | -4.4% | -4.4% | 0.0% | -2.7% |
| 30D | -18.2% | -2.7% | -15.5% | -17.5% |
| 3M | -17.7% | +7.0% | -24.8% | -20.4% |
| 6M | -13.0% | +24.6% | -37.6% | -22.0% |
| YTD | -24.5% | +7.0% | -31.5% | -28.2% |
| 1Y | -26.9% | +15.6% | -42.5% | -29.7% |
| All | -26.9% | +13.9% | -40.8% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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