+33.9%
CCL vs BNS
+78.5%
-44.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.2% |
| 7D | -1.2% | +0.9% | -2.1% | -2.2% |
| 30D | +13.1% | +2.8% | +10.4% | +9.8% |
| 3M | +3.4% | +3.0% | +0.4% | -0.5% |
| 6M | +18.7% | +23.3% | -4.6% | -8.4% |
| YTD | -2.3% | +29.3% | -31.6% | -28.4% |
| 1Y | +14.2% | +41.7% | -27.5% | -25.1% |
| 3Y | +133.6% | +147.7% | -14.2% | -24.7% |
| All | +33.9% | +78.5% | -44.7% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling