+145.1%
CCL vs FE
+42.7%
+102.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +2.6% | -1.0% | +3.6% | +2.7% |
| 30D | +13.1% | +4.1% | +9.0% | +12.7% |
| 3M | +3.3% | -1.0% | +4.3% | +3.2% |
| 6M | +8.7% | +4.0% | +4.7% | +8.4% |
| YTD | -1.6% | +6.8% | -8.4% | -2.2% |
| 1Y | +14.0% | +5.3% | +8.7% | +13.3% |
| 3Y | +145.1% | +44.6% | +100.6% | +112.3% |
| All | +145.1% | +42.7% | +102.5% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling