+14.6%
CCL vs AMT
+9.8%
+4.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.9% |
| 7D | +3.1% | +0.5% | +2.6% | +3.1% |
| 30D | +13.7% | +13.6% | +0.1% | +11.4% |
| 3M | +3.8% | +11.5% | -7.7% | +2.0% |
| 6M | +9.3% | +6.9% | +2.3% | +7.5% |
| YTD | -1.1% | +10.8% | -11.9% | -1.1% |
| 1Y | +14.6% | +10.3% | +4.2% | +15.7% |
| All | +14.6% | +9.8% | +4.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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