+21.9%
CCL vs BLK
+17.9%
+4.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.8% | +2.9% |
| 7D | +11.6% | +5.7% | +5.9% | +6.9% |
| 30D | +22.5% | +14.8% | +7.7% | +10.0% |
| 3M | +6.4% | +8.8% | -2.4% | -0.4% |
| 6M | +23.4% | +17.6% | +5.8% | +8.4% |
| YTD | +4.2% | +16.3% | -12.1% | -10.6% |
| 1Y | +21.9% | +18.0% | +3.9% | +3.4% |
| All | +21.9% | +17.9% | +4.0% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling