+47.5%
CCL vs BLK
+63.3%
-15.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | -4.3% | -5.2% | +0.9% | +0.9% |
| 30D | -19.0% | -7.0% | -11.9% | -12.8% |
| 3M | -13.1% | +5.7% | -18.7% | -18.4% |
| 6M | -13.3% | +11.0% | -24.3% | -22.2% |
| YTD | -25.2% | +0.9% | -26.1% | -27.3% |
| 1Y | -27.2% | -1.6% | -25.6% | -27.7% |
| All | +47.5% | +63.3% | -15.8% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling