+21.9%
CCL vs GEN
+20.2%
+1.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.0% | +3.3% | +6.4% |
| 7D | +11.6% | +26.9% | -15.2% | +6.4% |
| 30D | +22.5% | +38.6% | -16.1% | +14.7% |
| 3M | +6.4% | +9.7% | -3.3% | +4.4% |
| 6M | +23.4% | +58.9% | -35.5% | +9.5% |
| YTD | +4.2% | +15.3% | -11.1% | +4.6% |
| 1Y | +21.9% | +21.8% | +0.1% | +16.1% |
| All | +21.9% | +20.2% | +1.7% | +16.1% |
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