+146.0%
CCL vs AMC
-58.9%
+204.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | +5.8% | +5.5% | +0.3% | +5.2% |
| 30D | +17.3% | +16.1% | +1.1% | +15.4% |
| 3M | +11.3% | +43.0% | -31.6% | +6.8% |
| 6M | +18.5% | +130.7% | -112.2% | +6.2% |
| YTD | +2.8% | +121.8% | -119.0% | -8.0% |
| 1Y | +16.7% | +40.7% | -23.9% | +8.4% |
| 3Y | +146.0% | -56.8% | +202.8% | +167.3% |
| All | +146.0% | -58.9% | +204.9% | +167.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling