+33.6%
CCL vs FND
-61.3%
+95.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +1.8% |
| 7D | +5.8% | +6.8% | -1.0% | +1.9% |
| 30D | +17.3% | +13.1% | +4.2% | +8.9% |
| 3M | +11.3% | -13.1% | +24.4% | +19.4% |
| 6M | +18.5% | -0.6% | +19.0% | +16.0% |
| YTD | +2.8% | -15.5% | +18.3% | +9.5% |
| 1Y | +16.7% | -13.7% | +30.4% | +22.6% |
| 3Y | +146.0% | -35.0% | +181.0% | +167.9% |
| 5Y | +33.6% | -60.1% | +93.7% | +75.1% |
| All | +33.6% | -61.3% | +95.0% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling