-13.9%
CCL vs BLK
+13,188.7%
-13,202.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.3% |
| 7D | -0.1% | -2.4% | +2.3% | +1.1% |
| 30D | -20.0% | -3.1% | -16.9% | -18.6% |
| 3M | -13.7% | +10.7% | -24.3% | -18.4% |
| 6M | -9.0% | +15.9% | -24.9% | -15.7% |
| YTD | -22.8% | +4.0% | -26.8% | -24.4% |
| 1Y | -25.3% | +1.3% | -26.6% | -25.8% |
| 3Y | +54.1% | +69.6% | -15.5% | +19.0% |
| 5Y | +3.5% | +33.8% | -30.3% | -7.8% |
| 10Y | -41.0% | +276.2% | -317.2% | -66.2% |
| All | -13.9% | +13,188.7% | -13,202.6% | -78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling