+1,093.0%
CCL vs BBWI
+1,159.1%
-66.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +5.8% | -4.2% | +10.1% | +7.7% |
| 30D | +17.3% | +24.9% | -7.6% | +7.4% |
| 3M | +11.3% | +13.2% | -1.9% | +4.4% |
| 6M | +18.5% | +12.1% | +6.3% | +10.6% |
| YTD | +2.8% | +11.1% | -8.3% | -5.1% |
| 1Y | +16.7% | +0.7% | +16.0% | +9.4% |
| 3Y | +146.0% | -23.8% | +169.8% | +144.3% |
| 5Y | +33.6% | -66.9% | +100.6% | +79.3% |
| 10Y | -29.4% | -45.3% | +15.9% | -35.5% |
| All | +1,093.0% | +1,159.1% | -66.1% | +213.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling