+1,042.5%
CCL vs ALK
+765.2%
+277.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -4.0% |
| 7D | +2.6% | +7.1% | -4.5% | -0.6% |
| 30D | +11.3% | -3.0% | +14.3% | +12.7% |
| 3M | +0.3% | -25.6% | +25.9% | +15.0% |
| 6M | +16.1% | +0.5% | +15.6% | +15.0% |
| YTD | -1.6% | -23.1% | +21.5% | +10.3% |
| 1Y | +11.8% | -7.5% | +19.3% | +14.4% |
| 3Y | +139.6% | +15.3% | +124.2% | +114.8% |
| 5Y | +21.3% | -34.8% | +56.1% | +49.2% |
| 10Y | -29.8% | -41.2% | +11.4% | -4.7% |
| All | +1,042.5% | +765.2% | +277.3% | +340.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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