+133.6%
CCL vs ALB
-14.4%
+148.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | -1.2% | -5.8% | +4.6% | 0.0% |
| 30D | +13.1% | -4.5% | +17.7% | +14.1% |
| 3M | +3.4% | -28.1% | +31.5% | +10.0% |
| 6M | +18.7% | -53.2% | +71.9% | +37.6% |
| YTD | -2.3% | -33.3% | +31.1% | +2.2% |
| 1Y | +14.2% | -17.4% | +31.6% | +13.4% |
| 3Y | +133.6% | -14.1% | +147.7% | +104.6% |
| All | +133.6% | -14.4% | +148.0% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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