+45.7%
CCL vs AEE
+813.9%
-768.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -5.0% | +0.3% | -5.4% | -5.2% |
| 30D | -20.3% | -2.3% | -18.1% | -19.5% |
| 3M | -15.1% | +0.2% | -15.4% | -15.5% |
| 6M | -15.1% | -4.7% | -10.4% | -13.5% |
| YTD | -21.8% | +8.1% | -29.9% | -25.2% |
| 1Y | -24.8% | +8.5% | -33.3% | -28.4% |
| 3Y | +51.9% | +48.9% | +3.0% | +22.0% |
| 5Y | +4.0% | +39.9% | -35.9% | -15.0% |
| 10Y | -42.2% | +186.5% | -228.8% | -68.3% |
| All | +45.7% | +813.9% | -768.1% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling