+3.5%
CCL vs A
-14.2%
+17.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.3% | +0.3% |
| 7D | -0.1% | -2.1% | +1.9% | +1.2% |
| 30D | -20.0% | +0.6% | -20.6% | -20.6% |
| 3M | -13.7% | +10.9% | -24.5% | -19.8% |
| 6M | -9.0% | +28.2% | -37.2% | -23.9% |
| YTD | -22.8% | +8.6% | -31.4% | -28.1% |
| 1Y | -25.3% | +15.5% | -40.8% | -33.9% |
| 3Y | +54.1% | +31.8% | +22.3% | +18.0% |
| 5Y | +3.5% | -14.9% | +18.3% | -10.6% |
| All | +3.5% | -14.2% | +17.7% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling