+47.5%
CCL vs ARKK
+87.8%
-40.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | +0.1% |
| 7D | -4.3% | -4.7% | +0.4% | -1.3% |
| 30D | -19.0% | +3.1% | -22.0% | -21.0% |
| 3M | -13.1% | +13.8% | -26.9% | -21.0% |
| 6M | -13.3% | +14.0% | -27.2% | -21.3% |
| YTD | -25.2% | +8.0% | -33.2% | -30.3% |
| 1Y | -27.2% | +9.9% | -37.1% | -34.2% |
| All | +47.5% | +87.8% | -40.3% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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