-26.9%
CCL vs BB
+100.8%
-127.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -2.1% |
| 7D | -4.4% | +1.8% | -6.2% | -4.5% |
| 30D | -18.2% | -12.2% | -6.0% | -17.5% |
| 3M | -17.7% | -12.3% | -5.4% | -17.0% |
| 6M | -13.0% | +122.7% | -135.7% | -20.5% |
| YTD | -24.5% | +104.5% | -129.0% | -31.0% |
| 1Y | -26.9% | +106.7% | -133.6% | -35.2% |
| All | -26.9% | +100.8% | -127.7% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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