+21.3%
CCL vs GD
+97.4%
-76.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.2% | -4.3% |
| 7D | +2.6% | -3.9% | +6.5% | +4.7% |
| 30D | +11.3% | +8.1% | +3.3% | +6.4% |
| 3M | +0.3% | -6.8% | +7.0% | +3.9% |
| 6M | +16.1% | +3.0% | +13.1% | +13.4% |
| YTD | -1.6% | +7.8% | -9.3% | -7.5% |
| 1Y | +11.8% | +5.8% | +6.0% | +6.4% |
| 3Y | +139.6% | +55.3% | +84.3% | +73.3% |
| 5Y | +21.3% | +96.7% | -75.4% | -34.7% |
| All | +21.3% | +97.4% | -76.1% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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