-0.8%
CCL vs BNS
+94.7%
-95.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.6% | +0.5% |
| 7D | -3.2% | -0.4% | -2.8% | -2.8% |
| 30D | -17.8% | +3.5% | -21.2% | -21.4% |
| 3M | -18.7% | +14.1% | -32.7% | -31.1% |
| 6M | -11.4% | +33.8% | -45.2% | -37.4% |
| YTD | -24.3% | +29.5% | -53.8% | -44.5% |
| 1Y | -28.8% | +48.4% | -77.2% | -55.8% |
| 3Y | +49.3% | +129.6% | -80.3% | -46.3% |
| All | -0.8% | +94.7% | -95.5% | -51.2% |
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