+3.5%
CCL vs EAT
+326.5%
-323.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | +0.5% |
| 7D | -0.1% | -4.9% | +4.8% | +2.6% |
| 30D | -20.0% | -1.2% | -18.8% | -20.2% |
| 3M | -13.7% | +52.2% | -65.9% | -32.9% |
| 6M | -9.0% | +65.0% | -74.1% | -33.6% |
| YTD | -22.8% | +55.0% | -77.8% | -41.9% |
| 1Y | -25.3% | +42.1% | -67.4% | -41.9% |
| 3Y | +54.1% | +614.7% | -560.6% | -62.0% |
| 5Y | +3.5% | +322.7% | -319.3% | -69.9% |
| All | +3.5% | +326.5% | -323.0% | -69.9% |
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