+22.8%
CCL vs B
+134.6%
-111.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | +3.1% | +9.6% | -6.5% | +1.2% |
| 30D | +13.7% | +3.5% | +10.2% | +12.8% |
| 3M | +3.8% | -1.6% | +5.4% | +3.8% |
| 6M | +9.3% | -1.7% | +10.9% | +8.8% |
| YTD | -1.1% | -5.3% | +4.2% | -1.2% |
| 1Y | +14.6% | +27.2% | -12.7% | +9.4% |
| 3Y | +146.4% | +166.1% | -19.7% | +104.4% |
| All | +22.8% | +134.6% | -111.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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