+16.7%
CCL vs AG
+24.7%
-8.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.6% | +0.9% |
| 7D | +5.8% | +6.0% | -0.1% | +4.7% |
| 30D | +17.3% | -13.5% | +30.8% | +20.1% |
| 3M | +11.3% | -20.7% | +32.0% | +15.1% |
| 6M | +18.5% | -31.5% | +50.0% | +23.7% |
| YTD | +2.8% | -10.1% | +12.9% | +2.7% |
| 1Y | +16.7% | +26.0% | -9.3% | +15.3% |
| All | +16.7% | +24.7% | -8.0% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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