-34.0%
CCL vs BTI
+131.8%
-165.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -1.2% | +1.6% | -2.8% | -2.0% |
| 30D | +13.1% | +9.2% | +3.9% | +8.5% |
| 3M | +3.4% | +9.6% | -6.3% | -1.4% |
| 6M | +18.7% | -2.4% | +21.2% | +19.0% |
| YTD | -2.3% | +14.2% | -16.5% | -9.7% |
| 1Y | +14.2% | +20.3% | -6.1% | +2.8% |
| 3Y | +133.6% | +147.4% | -13.8% | +38.1% |
| 5Y | +33.5% | +155.4% | -121.9% | -22.6% |
| All | -34.0% | +131.8% | -165.9% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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