+21.9%
CCL vs BND
-0.5%
+22.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +5.3% |
| 7D | +11.6% | +0.4% | +11.2% | +9.4% |
| 30D | +22.5% | +2.3% | +20.2% | +9.5% |
| 3M | +6.4% | -1.0% | +7.4% | +13.3% |
| 6M | +23.4% | -0.9% | +24.3% | +31.4% |
| YTD | +4.2% | -0.9% | +5.1% | +15.6% |
| 1Y | +21.9% | -0.5% | +22.4% | +35.2% |
| All | +21.9% | -0.5% | +22.3% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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