-30.8%
CCL vs ALLE
+222.4%
-253.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.3% |
| 7D | +3.1% | -0.6% | +3.7% | +3.8% |
| 30D | +13.7% | +25.3% | -11.6% | -6.9% |
| 3M | +3.8% | +10.3% | -6.5% | -5.3% |
| 6M | +9.3% | +38.0% | -28.8% | -18.7% |
| YTD | -1.1% | +17.8% | -18.9% | -16.7% |
| 1Y | +14.6% | +13.6% | +1.0% | -0.2% |
| 3Y | +146.4% | +89.2% | +57.2% | +30.5% |
| 5Y | +21.9% | +51.1% | -29.2% | -21.2% |
| All | -30.8% | +222.4% | -253.3% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling