+22.8%
CCL vs ARWR
-28.9%
+51.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | +3.1% | -2.9% | +6.0% | +4.0% |
| 30D | +13.7% | -5.4% | +19.1% | +15.4% |
| 3M | +3.8% | -32.2% | +36.0% | +15.0% |
| 6M | +9.3% | -26.5% | +35.8% | +16.8% |
| YTD | -1.1% | -12.4% | +11.3% | +0.2% |
| 1Y | +14.6% | +46.9% | -32.3% | -1.6% |
| 3Y | +146.4% | +116.0% | +30.4% | +62.0% |
| All | +22.8% | -28.9% | +51.8% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling