+146.4%
CCL vs ENB
+63.8%
+82.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.9% |
| 7D | +3.1% | -5.2% | +8.3% | +3.9% |
| 30D | +13.7% | +2.2% | +11.5% | +13.3% |
| 3M | +3.8% | -8.1% | +11.9% | +5.2% |
| 6M | +9.3% | -11.2% | +20.4% | +11.0% |
| YTD | -1.1% | +2.0% | -3.1% | -4.8% |
| 1Y | +14.6% | +4.1% | +10.5% | +9.4% |
| 3Y | +146.4% | +64.7% | +81.7% | +91.9% |
| All | +146.4% | +63.8% | +82.6% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 3y: compounded portfolio wealth divided by compounded ENB 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…
3y analysis · Full analysis span regression · 6 months rolling