-42.6%
CCL vs AEE
+191.1%
-233.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | -3.2% | -0.8% | -2.5% | -3.0% |
| 30D | -17.8% | -2.9% | -14.9% | -16.9% |
| 3M | -18.7% | -2.4% | -16.3% | -18.1% |
| 6M | -11.4% | -2.7% | -8.7% | -10.8% |
| YTD | -24.3% | +7.3% | -31.6% | -26.7% |
| 1Y | -28.8% | +7.5% | -36.4% | -31.2% |
| 3Y | +49.3% | +46.2% | +3.1% | +26.7% |
| 5Y | +1.6% | +39.7% | -38.1% | -12.9% |
| All | -42.6% | +191.1% | -233.8% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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