+145.1%
CCL vs CB
+71.5%
+73.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.7% | +0.3% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +13.1% | +9.1% | +4.1% | +11.7% |
| 3M | +3.3% | +3.4% | -0.1% | +2.8% |
| 6M | +8.7% | +14.1% | -5.4% | +6.2% |
| YTD | -1.6% | +18.0% | -19.6% | -4.5% |
| 1Y | +14.0% | +30.1% | -16.2% | +8.6% |
| 3Y | +145.1% | +71.8% | +73.4% | +158.0% |
| All | +145.1% | +71.5% | +73.7% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 3y: compounded portfolio wealth divided by compounded CB 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…
3y analysis · Full analysis span regression · 6 months rolling