+21.9%
CCL vs ADVB
-76.7%
+98.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.5% | +11.8% | +7.1% |
| 7D | +11.6% | -29.5% | +41.1% | +10.6% |
| 30D | +22.5% | -66.9% | +89.4% | +18.8% |
| 3M | +6.4% | -73.7% | +80.1% | +2.8% |
| 6M | +23.4% | -64.8% | +88.2% | +21.8% |
| YTD | +4.2% | -64.0% | +68.2% | +6.4% |
| 1Y | +21.9% | -77.0% | +98.9% | +19.3% |
| All | +21.9% | -76.7% | +98.5% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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