+807.8%
CCL vs BEN
+4,913.3%
-4,105.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.7% |
| 7D | -5.0% | +0.2% | -5.3% | -5.2% |
| 30D | -20.3% | -0.5% | -19.8% | -20.1% |
| 3M | -15.1% | +9.7% | -24.9% | -19.2% |
| 6M | -15.1% | +33.9% | -49.0% | -27.0% |
| YTD | -21.8% | +49.0% | -70.8% | -36.4% |
| 1Y | -24.8% | +42.1% | -66.9% | -37.5% |
| 3Y | +51.9% | +51.9% | 0.0% | +21.1% |
| 5Y | +4.0% | +39.0% | -35.0% | -11.1% |
| 10Y | -42.2% | +57.9% | -100.1% | -54.1% |
| All | +807.8% | +4,913.3% | -4,105.6% | +90.6% |
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 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