+17.0%
CCL vs FND
-14.8%
+31.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -1.5% | -4.4% | +2.9% | +1.0% |
| 30D | +16.5% | +14.5% | +1.9% | +7.5% |
| 3M | +11.2% | -15.6% | +26.8% | +21.9% |
| 6M | +22.6% | +4.7% | +17.9% | +15.7% |
| YTD | +2.6% | -16.1% | +18.7% | +6.4% |
| 1Y | +17.0% | -16.0% | +33.0% | +21.3% |
| All | +17.0% | -14.8% | +31.8% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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