-41.7%
CCL vs EMR
+266.1%
-307.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.0% |
| 7D | -4.4% | +0.9% | -5.3% | -5.3% |
| 30D | -18.2% | -5.0% | -13.2% | -14.2% |
| 3M | -17.7% | +5.9% | -23.6% | -22.7% |
| 6M | -13.0% | +7.3% | -20.3% | -19.0% |
| YTD | -24.5% | +14.6% | -39.0% | -34.9% |
| 1Y | -26.9% | +15.6% | -42.6% | -38.0% |
| 3Y | +50.8% | +60.2% | -9.4% | -10.9% |
| 5Y | -0.9% | +65.8% | -66.8% | -43.3% |
| 10Y | -41.7% | +277.4% | -319.1% | -80.7% |
| All | -41.7% | +266.1% | -307.8% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EMR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling