+155.6%
CCL vs BEN
+77.1%
+78.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.2% | -0.3% |
| 7D | +3.1% | +12.2% | -9.1% | -5.0% |
| 30D | +17.5% | +12.1% | +5.4% | +8.4% |
| 3M | +6.8% | +7.3% | -0.5% | +1.5% |
| 6M | +18.7% | +17.9% | +0.9% | +5.5% |
| YTD | +3.0% | +55.4% | -52.4% | -24.6% |
| 1Y | +17.7% | +69.3% | -51.6% | -18.7% |
| 3Y | +155.6% | +82.8% | +72.8% | +53.5% |
| All | +155.6% | +77.1% | +78.5% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling