-27.2%
CCL vs DOW
+29.9%
-57.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -0.9% |
| 7D | -4.3% | -2.4% | -1.9% | -4.7% |
| 30D | -19.0% | -4.1% | -14.9% | -19.5% |
| 3M | -13.1% | -12.4% | -0.7% | -14.5% |
| 6M | -13.3% | -10.6% | -2.7% | -17.6% |
| YTD | -25.2% | +31.1% | -56.3% | -34.5% |
| 1Y | -27.2% | +30.5% | -57.7% | -36.0% |
| All | -27.2% | +29.9% | -57.1% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling