+0.4%
CCL vs ARKK
-31.2%
+31.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | +0.2% |
| 7D | -4.3% | -4.7% | +0.4% | -1.1% |
| 30D | -19.0% | +3.1% | -22.0% | -21.1% |
| 3M | -13.1% | +13.8% | -26.9% | -21.4% |
| 6M | -13.3% | +14.0% | -27.2% | -21.6% |
| YTD | -25.2% | +8.0% | -33.2% | -30.5% |
| 1Y | -27.2% | +9.9% | -37.1% | -34.3% |
| 3Y | +49.2% | +90.2% | -40.9% | -12.2% |
| 5Y | +0.4% | -29.9% | +30.3% | -13.4% |
| All | +0.4% | -31.2% | +31.5% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling