+54.1%
CCL vs DOW
-35.3%
+89.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.4% |
| 7D | -0.1% | -2.9% | +2.8% | +0.4% |
| 30D | -20.0% | +2.0% | -21.9% | -20.4% |
| 3M | -13.7% | -12.5% | -1.1% | -11.8% |
| 6M | -9.0% | -9.2% | +0.2% | -11.8% |
| YTD | -22.8% | +30.8% | -53.6% | -36.3% |
| 1Y | -25.3% | +29.4% | -54.7% | -38.6% |
| 3Y | +54.1% | -34.6% | +88.6% | +56.5% |
| All | +54.1% | -35.3% | +89.4% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling