-24.8%
CCL vs AEIS
+93.3%
-118.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.5% |
| 7D | -5.0% | +3.0% | -8.0% | -5.8% |
| 30D | -20.3% | -14.6% | -5.7% | -17.4% |
| 3M | -15.1% | -12.4% | -2.7% | -14.5% |
| 6M | -15.1% | -15.0% | -0.1% | -14.9% |
| YTD | -21.8% | +34.3% | -56.1% | -30.1% |
| 1Y | -24.8% | +87.4% | -112.2% | -35.5% |
| All | -24.8% | +93.3% | -118.1% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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