-34.0%
CCL vs AMC
-98.8%
+64.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.1% |
| 7D | -1.2% | +3.5% | -4.7% | -1.5% |
| 30D | +13.1% | +12.5% | +0.7% | +11.8% |
| 3M | +3.4% | +23.6% | -20.2% | +0.8% |
| 6M | +18.7% | +144.4% | -125.6% | +6.0% |
| YTD | -2.3% | +108.3% | -110.6% | -11.7% |
| 1Y | +14.2% | +38.9% | -24.7% | +7.3% |
| 3Y | +133.6% | -58.9% | +192.4% | +133.2% |
| 5Y | +33.5% | -99.2% | +132.7% | +76.1% |
| All | -34.0% | -98.8% | +64.8% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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