+10.4%
CCL vs FDX
+50.3%
-39.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.3% | -3.6% |
| 7D | -0.3% | +0.8% | -1.1% | -1.0% |
| 30D | +10.3% | +9.9% | +0.4% | +3.3% |
| 3M | +6.6% | -1.9% | +8.5% | +8.3% |
| 6M | +20.0% | +6.1% | +13.9% | +13.3% |
| YTD | -1.9% | +38.8% | -40.7% | -30.6% |
| 1Y | +10.4% | +50.0% | -39.5% | -29.5% |
| All | +10.4% | +50.3% | -39.8% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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