+1,095.7%
CCL vs BEN
+5,130.7%
-4,035.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.2% | +0.8% |
| 7D | +3.1% | +12.2% | -9.1% | -3.0% |
| 30D | +17.5% | +12.1% | +5.4% | +10.8% |
| 3M | +6.8% | +7.3% | -0.5% | +2.9% |
| 6M | +18.7% | +17.9% | +0.9% | +8.9% |
| YTD | +3.0% | +55.4% | -52.4% | -18.1% |
| 1Y | +17.7% | +69.3% | -51.6% | -10.5% |
| 3Y | +155.6% | +82.8% | +72.8% | +84.9% |
| 5Y | +30.2% | +28.8% | +1.4% | +16.1% |
| 10Y | -28.5% | +53.9% | -82.4% | -42.4% |
| All | +1,095.7% | +5,130.7% | -4,035.0% | +145.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling