+76.4%
CCL vs AMT
+1,444.4%
-1,368.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.4% |
| 7D | +5.8% | +1.6% | +4.2% | +5.5% |
| 30D | +17.3% | +4.5% | +12.8% | +16.1% |
| 3M | +11.3% | +13.8% | -2.4% | +8.1% |
| 6M | +18.5% | +10.0% | +8.4% | +15.5% |
| YTD | +2.8% | +11.8% | -9.0% | -0.3% |
| 1Y | +16.7% | +10.2% | +6.5% | +13.5% |
| 3Y | +146.0% | +15.1% | +130.9% | +132.8% |
| 5Y | +33.6% | -18.8% | +52.5% | +36.1% |
| 10Y | -29.4% | +133.7% | -163.1% | -41.6% |
| All | +76.4% | +1,444.4% | -1,368.0% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling