+17.0%
CCL vs EMB
+1.1%
+15.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +1.3% |
| 7D | +3.1% | +0.8% | +2.2% | -0.4% |
| 30D | +17.5% | +1.5% | +16.0% | +10.1% |
| 3M | +6.8% | -1.9% | +8.7% | +18.3% |
| 6M | +18.7% | -1.6% | +20.3% | +30.2% |
| YTD | +3.0% | 0.0% | +3.0% | +8.5% |
| All | +17.0% | +1.1% | +15.9% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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