-29.4%
CCL vs EPAM
+168.6%
-198.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -1.9% |
| 7D | +5.8% | +18.8% | -13.0% | -2.2% |
| 30D | +17.3% | +44.9% | -27.7% | +0.4% |
| 3M | +11.3% | +68.6% | -57.2% | -10.8% |
| 6M | +18.5% | +65.4% | -47.0% | -6.4% |
| YTD | +2.8% | -19.9% | +22.7% | +5.8% |
| 1Y | +16.7% | -10.0% | +26.8% | +14.6% |
| 3Y | +146.0% | -30.3% | +176.3% | +152.0% |
| 5Y | +33.6% | -75.7% | +109.3% | +92.8% |
| 10Y | -29.4% | +167.2% | -196.6% | -66.8% |
| All | -29.4% | +168.6% | -198.1% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 10y: compounded portfolio wealth divided by compounded EPAM 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…
10y analysis · Full analysis span regression · 6 months rolling