+145.1%
CCL vs AMC
-71.5%
+216.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.2% |
| 7D | +2.6% | +2.6% | 0.0% | +2.4% |
| 30D | +13.1% | +9.0% | +4.1% | +12.2% |
| 3M | +3.3% | +22.2% | -18.9% | +0.8% |
| 6M | +8.7% | +91.5% | -82.8% | -0.5% |
| YTD | -1.6% | +101.3% | -102.9% | -10.9% |
| 1Y | +14.0% | +20.8% | -6.8% | +7.5% |
| 3Y | +145.1% | -71.3% | +216.5% | +188.2% |
| All | +145.1% | -71.5% | +216.6% | +188.2% |
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