-41.7%
CCL vs BEN
+53.7%
-95.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.0% |
| 7D | -4.4% | +3.4% | -7.7% | -6.9% |
| 30D | -18.2% | +1.8% | -20.0% | -19.4% |
| 3M | -17.7% | +8.4% | -26.1% | -22.9% |
| 6M | -13.0% | +35.6% | -48.6% | -31.6% |
| YTD | -24.5% | +46.4% | -70.8% | -44.3% |
| 1Y | -26.9% | +46.3% | -73.3% | -46.4% |
| 3Y | +50.8% | +54.6% | -3.9% | +2.8% |
| 5Y | -0.9% | +39.4% | -40.3% | -26.1% |
| 10Y | -41.7% | +57.6% | -99.2% | -65.2% |
| All | -41.7% | +53.7% | -95.4% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling