-24.8%
CCL vs AU
+100.5%
-125.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.6% |
| 7D | -5.0% | -3.6% | -1.4% | -4.3% |
| 30D | -20.3% | +23.9% | -44.2% | -24.7% |
| 3M | -15.1% | +19.1% | -34.2% | -19.4% |
| 6M | -15.1% | -0.2% | -15.0% | -18.4% |
| YTD | -21.8% | +32.5% | -54.2% | -26.9% |
| 1Y | -24.8% | +96.9% | -121.7% | -29.4% |
| All | -24.8% | +100.5% | -125.3% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling