-41.0%
CCL vs EXPE
+155.3%
-196.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.9% | +6.6% | +4.6% |
| 7D | -0.1% | -9.8% | +9.6% | +7.5% |
| 30D | -20.0% | -11.5% | -8.5% | -13.1% |
| 3M | -13.7% | +21.7% | -35.4% | -27.1% |
| 6M | -9.0% | +10.4% | -19.4% | -18.1% |
| YTD | -22.8% | -2.5% | -20.3% | -26.4% |
| 1Y | -25.3% | +27.3% | -52.7% | -44.0% |
| 3Y | +54.1% | +153.5% | -99.4% | -41.0% |
| 5Y | +3.5% | +91.1% | -87.6% | -50.9% |
| 10Y | -41.0% | +153.1% | -194.1% | -82.3% |
| All | -41.0% | +155.3% | -196.4% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 10y: compounded portfolio wealth divided by compounded EXPE 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…
10y analysis · Full analysis span regression · 6 months rolling