-26.9%
CCL vs AMRZ
-24.7%
-2.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.2% | -0.7% |
| 7D | -4.4% | -4.7% | +0.3% | -1.6% |
| 30D | -18.2% | -11.3% | -6.9% | -12.0% |
| 3M | -17.7% | -22.1% | +4.3% | -4.6% |
| 6M | -13.0% | -29.6% | +16.6% | +6.0% |
| YTD | -24.5% | -23.3% | -1.2% | -11.3% |
| 1Y | -26.9% | -23.7% | -3.2% | -15.2% |
| All | -26.9% | -24.7% | -2.2% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling