+134.5%
CCL vs AMT
+15.8%
+118.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.4% |
| 7D | -0.3% | -2.2% | +1.8% | -0.3% |
| 30D | +10.3% | +5.8% | +4.5% | +10.1% |
| 3M | +6.6% | +12.6% | -6.0% | +6.1% |
| 6M | +20.0% | +8.3% | +11.7% | +19.5% |
| YTD | -1.9% | +11.4% | -13.3% | -2.1% |
| 1Y | +10.4% | +7.7% | +2.7% | +10.2% |
| All | +134.5% | +15.8% | +118.7% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling