+795.8%
CCL vs BDX
+5,185.2%
-4,389.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.7% | -0.2% |
| 7D | -0.1% | -4.3% | +4.2% | +1.5% |
| 30D | -20.0% | +1.3% | -21.2% | -20.4% |
| 3M | -13.7% | +20.2% | -33.9% | -19.5% |
| 6M | -9.0% | +8.6% | -17.6% | -11.9% |
| YTD | -22.8% | +19.0% | -41.8% | -27.8% |
| 1Y | -25.3% | +21.2% | -46.5% | -30.7% |
| 3Y | +54.1% | -9.7% | +63.8% | +56.7% |
| 5Y | +3.5% | -3.4% | +6.9% | +2.3% |
| 10Y | -41.0% | +53.9% | -94.9% | -51.5% |
| All | +795.8% | +5,185.2% | -4,389.4% | +100.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling