+526.0%
CCL vs CB
+7,167.0%
-6,641.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.2% |
| 7D | +2.6% | +2.6% | 0.0% | +1.4% |
| 30D | +11.3% | +11.2% | +0.1% | +5.7% |
| 3M | +0.3% | +5.7% | -5.5% | -2.5% |
| 6M | +16.1% | +15.9% | +0.2% | +7.1% |
| YTD | -1.6% | +20.2% | -21.7% | -11.0% |
| 1Y | +11.8% | +32.4% | -20.6% | -3.7% |
| 3Y | +139.6% | +75.5% | +64.1% | +75.8% |
| 5Y | +21.3% | +105.5% | -84.2% | -16.9% |
| 10Y | -29.8% | +258.5% | -288.3% | -60.5% |
| All | +526.0% | +7,167.0% | -6,641.0% | +44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling