+3.5%
CCL vs DOW
-37.1%
+40.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.5% |
| 7D | -0.1% | -2.9% | +2.8% | +1.0% |
| 30D | -20.0% | +2.0% | -21.9% | -21.0% |
| 3M | -13.7% | -12.5% | -1.1% | -10.0% |
| 6M | -9.0% | -9.2% | +0.2% | -12.3% |
| YTD | -22.8% | +30.8% | -53.6% | -41.8% |
| 1Y | -25.3% | +29.4% | -54.7% | -44.4% |
| 3Y | +54.1% | -34.6% | +88.6% | +84.9% |
| 5Y | +3.5% | -35.9% | +39.4% | +29.2% |
| All | +3.5% | -37.1% | +40.6% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling