+10.4%
CCL vs EW
+24.1%
-13.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -0.3% | +4.9% | -5.3% | -3.1% |
| 30D | +10.3% | +24.1% | -13.8% | -2.7% |
| 3M | +6.6% | +13.7% | -7.1% | -1.2% |
| 6M | +20.0% | +32.7% | -12.7% | -0.2% |
| YTD | -1.9% | +24.1% | -26.0% | -13.9% |
| 1Y | +10.4% | +23.6% | -13.2% | -2.5% |
| All | +10.4% | +24.1% | -13.7% | -2.5% |
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