+55.4%
CCL vs ARWR
+211.2%
-155.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -5.0% | +1.7% | -6.7% | -5.4% |
| 30D | -20.3% | -0.7% | -19.7% | -20.3% |
| 3M | -15.1% | +14.9% | -30.0% | -18.2% |
| 6M | -15.1% | +32.6% | -47.7% | -20.7% |
| YTD | -21.8% | +30.0% | -51.8% | -26.9% |
| 1Y | -24.8% | +208.4% | -233.1% | -41.6% |
| All | +55.4% | +211.2% | -155.8% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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