+54.1%
CCL vs EOG
+21.8%
+32.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -0.1% | -2.0% | +1.9% | -0.2% |
| 30D | -20.0% | +7.9% | -27.9% | -19.9% |
| 3M | -13.7% | +4.5% | -18.1% | -13.6% |
| 6M | -9.0% | +12.3% | -21.3% | -10.9% |
| YTD | -22.8% | +41.9% | -64.7% | -29.6% |
| 1Y | -25.3% | +27.8% | -53.2% | -29.6% |
| 3Y | +54.1% | +21.8% | +32.3% | +44.0% |
| All | +54.1% | +21.8% | +32.2% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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