-24.8%
CCL vs GEN
+5.4%
-30.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.8% |
| 7D | -5.0% | -1.2% | -3.9% | -4.7% |
| 30D | -20.3% | +10.1% | -30.5% | -22.7% |
| 3M | -15.1% | +16.1% | -31.2% | -19.1% |
| 6M | -15.1% | +38.9% | -54.0% | -22.1% |
| YTD | -21.8% | +14.4% | -36.2% | -20.3% |
| 1Y | -24.8% | +5.9% | -30.7% | -20.6% |
| All | -24.8% | +5.4% | -30.2% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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