+54.1%
CCL vs AEE
+49.7%
+4.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.5% |
| 7D | -0.1% | +1.3% | -1.4% | -0.4% |
| 30D | -20.0% | -1.2% | -18.7% | -19.8% |
| 3M | -13.7% | +1.0% | -14.7% | -14.0% |
| 6M | -9.0% | -2.3% | -6.7% | -8.7% |
| YTD | -22.8% | +9.1% | -31.9% | -24.5% |
| 1Y | -25.3% | +10.6% | -35.9% | -27.3% |
| 3Y | +54.1% | +48.5% | +5.6% | +36.9% |
| All | +54.1% | +49.7% | +4.4% | +36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling