+14.2%
CCL vs AA
-0.3%
+14.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -1.2% | +0.5% | -1.7% | -1.3% |
| 30D | +13.1% | -0.6% | +13.7% | +13.2% |
| 3M | +3.4% | -19.7% | +23.0% | +6.4% |
| 6M | +18.7% | -41.6% | +60.3% | +27.6% |
| YTD | -2.3% | -24.6% | +22.4% | -4.2% |
| 1Y | +14.2% | +4.9% | +9.3% | +4.4% |
| All | +14.2% | -0.3% | +14.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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