+17.0%
CCL vs FN
-19.6%
+36.5%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -1.0% |
| 7D | -1.5% | +8.0% | -9.6% | -2.8% |
| 30D | +16.5% | -19.1% | +35.6% | +19.6% |
| 3M | +11.2% | -29.8% | +41.0% | +15.6% |
| 6M | +22.6% | -43.2% | +65.8% | +30.3% |
| YTD | +2.6% | -18.9% | +21.5% | -0.9% |
| 1Y | +17.0% | -17.9% | +34.8% | +12.9% |
| All | +17.0% | -19.6% | +36.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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