+14.2%
CCL vs EXPE
-4.7%
+18.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | -1.2% | -0.5% | -0.7% | -1.0% |
| 30D | +13.1% | -6.1% | +19.2% | +15.4% |
| 3M | +3.4% | -21.3% | +24.7% | +13.0% |
| 6M | +18.7% | +19.0% | -0.3% | +8.2% |
| YTD | -2.3% | -8.4% | +6.2% | -1.6% |
| 1Y | +14.2% | -2.8% | +17.0% | +10.9% |
| All | +14.2% | -4.7% | +18.9% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling