+1.4%
CCL vs BIL
+19.4%
-18.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.2% |
| 7D | -5.0% | +0.1% | -5.1% | -4.9% |
| 30D | -20.3% | +0.3% | -20.7% | -19.9% |
| 3M | -15.1% | +0.9% | -16.1% | -13.4% |
| 6M | -15.1% | +1.8% | -16.9% | -11.9% |
| YTD | -21.8% | +2.4% | -24.2% | -18.2% |
| 1Y | -24.8% | +3.7% | -28.5% | -19.1% |
| 3Y | +51.9% | +14.2% | +37.7% | +49.0% |
| All | +1.4% | +19.4% | -18.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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