+21.9%
CCL vs EWZ
+7.8%
+14.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.6% | +6.8% |
| 7D | +11.6% | -4.1% | +15.7% | +12.9% |
| 30D | +22.5% | -25.0% | +47.5% | +31.5% |
| 3M | +6.4% | -10.6% | +17.0% | +2.8% |
| 6M | +23.4% | -16.6% | +40.0% | +24.6% |
| YTD | +4.2% | +2.5% | +1.7% | -1.2% |
| 1Y | +21.9% | +8.1% | +13.8% | +10.4% |
| All | +21.9% | +7.8% | +14.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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