-43.4%
CCL vs BND
+15.0%
-58.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | -4.3% | -0.9% | -3.4% | -3.0% |
| 30D | -19.0% | -1.0% | -18.0% | -17.8% |
| 3M | -13.1% | -1.2% | -11.9% | -11.3% |
| 6M | -13.3% | -2.0% | -11.3% | -10.2% |
| YTD | -25.2% | -1.2% | -24.1% | -23.4% |
| 1Y | -27.2% | -0.5% | -26.7% | -26.1% |
| 3Y | +49.2% | +12.4% | +36.8% | +28.2% |
| 5Y | +0.4% | -2.5% | +2.8% | +4.8% |
| All | -43.4% | +15.0% | -58.4% | -41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling