+16.7%
CCL vs BBWI
-2.2%
+19.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +5.8% | -4.2% | +10.1% | +7.1% |
| 30D | +17.3% | +24.9% | -7.6% | +11.2% |
| 3M | +11.3% | +13.2% | -1.9% | +7.6% |
| 6M | +18.5% | +12.1% | +6.3% | +14.2% |
| YTD | +2.8% | +11.1% | -8.3% | +0.4% |
| 1Y | +16.7% | +0.7% | +16.0% | +14.4% |
| All | +16.7% | -2.2% | +19.0% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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