+25.0%
CCL vs EAT
+375.3%
-350.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | +2.0% |
| 7D | +3.1% | -2.6% | +5.8% | +4.7% |
| 30D | +13.7% | +11.5% | +2.2% | +6.5% |
| 3M | +3.8% | -9.1% | +12.9% | +7.0% |
| 6M | +9.3% | +40.4% | -31.2% | -13.2% |
| YTD | -1.1% | +43.9% | -45.0% | -23.6% |
| 1Y | +14.6% | +101.9% | -87.4% | -28.5% |
| 3Y | +146.4% | +489.9% | -343.5% | -33.8% |
| All | +25.0% | +375.3% | -350.3% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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