+21.9%
CCL vs BX
-8.3%
+30.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.2% | +1.0% | +4.2% |
| 7D | +11.6% | +8.3% | +3.3% | +7.6% |
| 30D | +22.5% | +13.5% | +9.0% | +15.2% |
| 3M | +6.4% | -7.6% | +14.0% | +10.2% |
| 6M | +23.4% | +4.0% | +19.4% | +20.0% |
| YTD | +4.2% | -15.2% | +19.4% | +4.3% |
| 1Y | +21.9% | -8.5% | +30.4% | +12.9% |
| All | +21.9% | -8.3% | +30.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling