+55.4%
CCL vs AMT
+8.2%
+47.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | -20.3% | +4.6% | -25.0% | -20.6% |
| 3M | -15.1% | -8.4% | -6.7% | -14.7% |
| 6M | -15.1% | -6.0% | -9.1% | -15.1% |
| YTD | -21.8% | +2.1% | -23.9% | -21.9% |
| 1Y | -24.8% | -6.4% | -18.4% | -24.6% |
| All | +55.4% | +8.2% | +47.2% | +42.8% |
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