+34.4%
CCL vs AR
+99.2%
-64.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.7% | -4.6% |
| 7D | -0.3% | +6.4% | -6.7% | -1.5% |
| 30D | +10.3% | +3.1% | +7.2% | +9.3% |
| 3M | +6.6% | +3.3% | +3.3% | +5.2% |
| 6M | +20.0% | +6.6% | +13.5% | +16.9% |
| YTD | -1.9% | +12.3% | -14.2% | -7.5% |
| 1Y | +10.4% | +12.3% | -1.9% | +3.8% |
| 3Y | +134.8% | +50.4% | +84.4% | +97.9% |
| All | +34.4% | +99.2% | -64.9% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 5y: compounded portfolio wealth divided by compounded AR 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…
5y analysis · Full analysis span regression · 6 months rolling