-42.6%
CCL vs AU
+699.0%
-741.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | -3.2% | -4.3% | +1.0% | -3.0% |
| 30D | -17.8% | +7.3% | -25.1% | -18.2% |
| 3M | -18.7% | +26.3% | -45.0% | -19.9% |
| 6M | -11.4% | +1.8% | -13.2% | -11.9% |
| YTD | -24.3% | +26.8% | -51.1% | -25.3% |
| 1Y | -28.8% | +66.7% | -95.5% | -30.4% |
| 3Y | +49.3% | +579.1% | -529.7% | +39.3% |
| 5Y | +1.6% | +689.3% | -687.7% | -5.5% |
| All | -42.6% | +699.0% | -741.6% | -45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling