-41.7%
CCL vs FHN
+125.8%
-167.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.9% |
| 7D | -4.4% | 0.0% | -4.4% | -4.4% |
| 30D | -18.2% | -2.6% | -15.6% | -16.7% |
| 3M | -17.7% | 0.0% | -17.7% | -17.7% |
| 6M | -13.0% | +9.2% | -22.2% | -17.7% |
| YTD | -24.5% | +4.3% | -28.8% | -26.4% |
| 1Y | -26.9% | +10.8% | -37.7% | -32.0% |
| 3Y | +50.8% | +130.7% | -80.0% | -16.0% |
| 5Y | -0.9% | +87.4% | -88.3% | -47.2% |
| 10Y | -41.7% | +126.9% | -168.5% | -74.0% |
| All | -41.7% | +125.8% | -167.5% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FHN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling