+767.6%
CCL vs BNY
+8,070.6%
-7,303.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -4.3% | -1.1% | -3.2% | -3.8% |
| 30D | -19.0% | +1.4% | -20.4% | -19.5% |
| 3M | -13.1% | +16.8% | -29.9% | -20.0% |
| 6M | -13.3% | +42.0% | -55.3% | -27.6% |
| YTD | -25.2% | +41.9% | -67.2% | -37.6% |
| 1Y | -27.2% | +59.2% | -86.4% | -42.7% |
| 3Y | +49.2% | +290.9% | -241.7% | -24.3% |
| 5Y | +0.4% | +259.0% | -258.7% | -45.7% |
| 10Y | -42.3% | +413.0% | -455.3% | -71.8% |
| All | +767.6% | +8,070.6% | -7,303.0% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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