+807.8%
CCL vs BDX
+5,351.6%
-4,543.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.7% |
| 7D | -5.0% | -2.5% | -2.5% | -4.2% |
| 30D | -20.3% | +8.3% | -28.6% | -22.8% |
| 3M | -15.1% | +24.4% | -39.5% | -21.8% |
| 6M | -15.1% | +9.2% | -24.3% | -17.9% |
| YTD | -21.8% | +22.7% | -44.5% | -27.7% |
| 1Y | -24.8% | +25.9% | -50.7% | -31.2% |
| 3Y | +51.9% | -10.5% | +62.3% | +54.9% |
| 5Y | +4.0% | +1.9% | +2.1% | +0.9% |
| 10Y | -42.2% | +58.7% | -100.9% | -53.0% |
| All | +807.8% | +5,351.6% | -4,543.8% | +100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling