-24.8%
CCL vs BDX
+27.3%
-52.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.8% |
| 7D | -5.0% | -2.5% | -2.5% | -3.9% |
| 30D | -20.3% | +8.3% | -28.6% | -23.6% |
| 3M | -15.1% | +24.4% | -39.5% | -24.2% |
| 6M | -15.1% | +9.2% | -24.3% | -18.7% |
| YTD | -21.8% | +22.7% | -44.5% | -29.2% |
| 1Y | -24.8% | +25.9% | -50.7% | -31.5% |
| All | -24.8% | +27.3% | -52.1% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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