+55.4%
CCL vs ALL
+150.1%
-94.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.5% |
| 7D | -5.0% | 0.0% | -5.1% | -5.1% |
| 30D | -20.3% | -1.5% | -18.9% | -20.2% |
| 3M | -15.1% | +23.6% | -38.8% | -20.7% |
| 6M | -15.1% | +22.3% | -37.4% | -20.6% |
| YTD | -21.8% | +26.5% | -48.3% | -27.9% |
| 1Y | -24.8% | +27.0% | -51.8% | -30.8% |
| All | +55.4% | +150.1% | -94.7% | +14.0% |
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