+1,047.9%
CCL vs BN
+15,687.7%
-14,639.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | +3.1% | +5.3% | -2.2% | +0.1% |
| 30D | +13.7% | +11.9% | +1.8% | +6.5% |
| 3M | +3.8% | -5.7% | +9.5% | +7.7% |
| 6M | +9.3% | -10.6% | +19.9% | +17.1% |
| YTD | -1.1% | -9.4% | +8.3% | +5.4% |
| 1Y | +14.6% | -8.8% | +23.3% | +21.6% |
| 3Y | +146.4% | +95.6% | +50.8% | +69.5% |
| 5Y | +21.9% | +30.2% | -8.3% | +8.5% |
| 10Y | -29.4% | +277.0% | -306.5% | -58.8% |
| All | +1,047.9% | +15,687.7% | -14,639.8% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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