-27.2%
CCL vs EW
+8.2%
-35.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -4.3% | -3.4% | -0.9% | -2.7% |
| 30D | -19.0% | -7.4% | -11.6% | -15.9% |
| 3M | -13.1% | +0.9% | -14.0% | -14.0% |
| 6M | -13.3% | +1.2% | -14.4% | -14.8% |
| YTD | -25.2% | +1.8% | -27.0% | -27.2% |
| 1Y | -27.2% | +10.8% | -38.0% | -31.0% |
| All | -27.2% | +8.2% | -35.4% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling