-24.8%
CCL vs EWZ
+36.3%
-61.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.6% |
| 7D | -5.0% | +6.5% | -11.5% | -8.9% |
| 30D | -20.3% | +4.8% | -25.2% | -22.8% |
| 3M | -15.1% | +9.9% | -25.0% | -20.6% |
| 6M | -15.1% | +1.9% | -17.1% | -16.5% |
| YTD | -21.8% | +20.3% | -42.1% | -26.4% |
| 1Y | -24.8% | +35.6% | -60.4% | -32.3% |
| All | -24.8% | +36.3% | -61.1% | -32.3% |
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