+89.2%
CCL vs ACI
+32.8%
+56.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -1.2% | +2.3% | -3.5% | -1.4% |
| 30D | +13.1% | +1.2% | +11.9% | +13.0% |
| 3M | +3.4% | +6.8% | -3.4% | +2.8% |
| 6M | +18.7% | -18.7% | +37.4% | +19.9% |
| YTD | -2.3% | -20.2% | +18.0% | -1.4% |
| 1Y | +14.2% | -23.7% | +37.9% | +15.6% |
| 3Y | +133.6% | -31.6% | +165.2% | +137.1% |
| 5Y | +33.5% | -42.8% | +76.3% | +34.7% |
| All | +89.2% | +32.8% | +56.3% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling