+91.4%
CCL vs ACI
+29.9%
+61.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.7% |
| 7D | +3.1% | -2.2% | +5.3% | +3.3% |
| 30D | +13.7% | +10.3% | +3.4% | +12.9% |
| 3M | +3.8% | +7.2% | -3.4% | +3.3% |
| 6M | +9.3% | -18.0% | +27.3% | +10.3% |
| YTD | -1.1% | -22.0% | +20.9% | 0.0% |
| 1Y | +14.6% | -23.4% | +37.9% | +15.9% |
| 3Y | +146.4% | -35.8% | +182.2% | +151.3% |
| 5Y | +21.9% | -43.7% | +65.5% | +23.2% |
| All | +91.4% | +29.9% | +61.5% | +142.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling