-0.8%
CCL vs EQT
+192.5%
-193.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +1.7% |
| 7D | -3.2% | -2.0% | -1.2% | -2.7% |
| 30D | -17.8% | 0.0% | -17.8% | -17.8% |
| 3M | -18.7% | +5.9% | -24.6% | -20.2% |
| 6M | -11.4% | -14.8% | +3.4% | -8.3% |
| YTD | -24.3% | +1.8% | -26.1% | -26.0% |
| 1Y | -28.8% | +7.4% | -36.2% | -31.9% |
| 3Y | +49.3% | +33.6% | +15.7% | +30.6% |
| All | -0.8% | +192.5% | -193.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling