+146.4%
CCL vs ALL
+105.5%
+40.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +4.9% | +1.6% |
| 7D | +3.1% | -1.9% | +5.1% | +3.7% |
| 30D | +13.7% | +13.8% | -0.1% | +10.3% |
| 3M | +3.8% | -7.0% | +10.8% | +5.7% |
| 6M | +9.3% | +18.0% | -8.8% | +3.6% |
| YTD | -1.1% | +24.2% | -25.3% | -8.2% |
| 1Y | +14.6% | +31.2% | -16.6% | +4.3% |
| 3Y | +146.4% | +107.5% | +38.9% | +118.2% |
| All | +146.4% | +105.5% | +40.9% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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