+795.8%
CCL vs EQT
+3,004.6%
-2,208.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -0.1% | -0.8% | +0.7% | +0.1% |
| 30D | -20.0% | +6.6% | -26.6% | -21.4% |
| 3M | -13.7% | +4.4% | -18.0% | -15.1% |
| 6M | -9.0% | -10.5% | +1.5% | -7.3% |
| YTD | -22.8% | +3.7% | -26.6% | -24.8% |
| 1Y | -25.3% | +9.9% | -35.2% | -28.7% |
| 3Y | +54.1% | +35.4% | +18.7% | +36.0% |
| 5Y | +3.5% | +189.2% | -185.7% | -28.8% |
| 10Y | -41.0% | +50.7% | -91.7% | -58.5% |
| All | +795.8% | +3,004.6% | -2,208.8% | +220.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling