-24.8%
CCL vs ACWI
+23.6%
-48.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -5.0% | +0.5% | -5.5% | -6.0% |
| 30D | -20.3% | +0.9% | -21.2% | -21.7% |
| 3M | -15.1% | +2.4% | -17.5% | -19.0% |
| 6M | -15.1% | +12.4% | -27.5% | -33.5% |
| YTD | -21.8% | +15.2% | -36.9% | -40.7% |
| 1Y | -24.8% | +22.7% | -47.5% | -47.0% |
| All | -24.8% | +23.6% | -48.4% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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