+1.4%
CCL vs AMC
-99.4%
+100.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.6% |
| 7D | -5.0% | +2.3% | -7.4% | -5.4% |
| 30D | -20.3% | -0.7% | -19.6% | -20.4% |
| 3M | -15.1% | +35.2% | -50.3% | -21.0% |
| 6M | -15.1% | +124.6% | -139.7% | -28.1% |
| YTD | -21.8% | +69.9% | -91.7% | -31.1% |
| 1Y | -24.8% | -2.6% | -22.2% | -28.0% |
| 3Y | +51.9% | -79.8% | +131.6% | +70.0% |
| All | +1.4% | -99.4% | +100.8% | +99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling