-44.8%
CCL vs DOW
-5.5%
-39.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | -1.2% | +5.2% | -6.4% | -4.5% |
| 30D | +13.1% | +13.2% | -0.1% | +3.6% |
| 3M | +3.4% | +10.1% | -6.7% | -4.7% |
| 6M | +18.7% | -13.1% | +31.8% | +25.0% |
| YTD | -2.3% | +46.1% | -48.4% | -37.2% |
| 1Y | +14.2% | +50.0% | -35.8% | -28.7% |
| 3Y | +133.6% | -20.2% | +153.8% | +125.9% |
| 5Y | +33.5% | -27.7% | +61.2% | +44.2% |
| All | -44.8% | -5.5% | -39.3% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling