+36.1%
CCL vs DBX
+20.7%
+15.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -1.5% |
| 7D | -1.5% | -8.1% | +6.6% | +2.8% |
| 30D | +16.5% | -4.9% | +21.4% | +19.2% |
| 3M | +11.2% | -2.7% | +13.9% | +11.2% |
| 6M | +22.6% | +25.2% | -2.6% | +4.3% |
| YTD | +2.6% | +19.3% | -16.7% | -12.1% |
| 1Y | +17.0% | +6.6% | +10.3% | +7.7% |
| 3Y | +145.5% | +24.6% | +120.9% | +80.5% |
| 5Y | +36.1% | +23.5% | +12.6% | +1.7% |
| All | +36.1% | +20.7% | +15.4% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling