+14.2%
CCL vs BEN
+65.1%
-50.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.7% |
| 7D | -1.2% | +6.8% | -8.0% | -6.2% |
| 30D | +13.1% | +18.0% | -4.9% | -0.8% |
| 3M | +3.4% | +7.5% | -4.1% | -2.5% |
| 6M | +18.7% | +14.7% | +4.0% | +5.6% |
| YTD | -2.3% | +56.1% | -58.3% | -33.0% |
| 1Y | +14.2% | +69.6% | -55.4% | -24.3% |
| All | +14.2% | +65.1% | -50.9% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling