+49.3%
CCL vs FWONK
+44.6%
+4.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.1% | +1.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -17.8% | -7.7% | -10.0% | -14.6% |
| 3M | -18.7% | +5.7% | -24.4% | -21.3% |
| 6M | -11.4% | +13.5% | -24.9% | -17.3% |
| YTD | -24.3% | -3.0% | -21.3% | -23.8% |
| 1Y | -28.8% | -6.4% | -22.4% | -27.0% |
| 3Y | +49.3% | +43.8% | +5.5% | +32.2% |
| All | +49.3% | +44.6% | +4.7% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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