+21.9%
CCL vs DBX
+22.5%
-0.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +7.1% |
| 7D | +11.6% | -1.1% | +12.7% | +11.6% |
| 30D | +22.5% | +5.0% | +17.5% | +22.1% |
| 3M | +6.4% | +4.6% | +1.8% | +5.9% |
| 6M | +23.4% | +43.9% | -20.5% | +24.1% |
| YTD | +4.2% | +29.9% | -25.7% | +6.0% |
| 1Y | +21.9% | +24.6% | -2.7% | +23.4% |
| All | +21.9% | +22.5% | -0.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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