+3.5%
CCL vs BEN
+42.4%
-38.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.1% |
| 7D | -0.1% | +4.7% | -4.8% | -4.1% |
| 30D | -20.0% | +2.6% | -22.6% | -21.7% |
| 3M | -13.7% | +11.5% | -25.1% | -21.5% |
| 6M | -9.0% | +35.3% | -44.3% | -30.0% |
| YTD | -22.8% | +48.6% | -71.4% | -45.4% |
| 1Y | -25.3% | +46.7% | -72.0% | -46.9% |
| 3Y | +54.1% | +57.0% | -2.9% | -1.1% |
| 5Y | +3.5% | +41.8% | -38.3% | -28.6% |
| All | +3.5% | +42.4% | -38.9% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling