+22.2%
CCL vs ALLY
-9.5%
+31.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.2% |
| 7D | +2.6% | +0.9% | +1.7% | +2.1% |
| 30D | +13.1% | +3.1% | +10.0% | +10.7% |
| 3M | +3.3% | -12.6% | +15.8% | +13.9% |
| 6M | +8.7% | -12.4% | +21.1% | +20.1% |
| YTD | -1.6% | -13.2% | +11.6% | +9.5% |
| 1Y | +14.0% | +1.8% | +12.2% | +13.0% |
| 3Y | +145.1% | +58.0% | +87.2% | +63.7% |
| All | +22.2% | -9.5% | +31.7% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 5y: compounded portfolio wealth divided by compounded ALLY 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…
5y analysis · Full analysis span regression · 6 months rolling