-29.4%
CCL vs GEN
+151.0%
-180.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +5.8% | +1.0% | +4.8% | +5.5% |
| 30D | +17.3% | +29.1% | -11.8% | +8.0% |
| 3M | +11.3% | +2.9% | +8.4% | +9.2% |
| 6M | +18.5% | +33.6% | -15.2% | +6.4% |
| YTD | +2.8% | +12.0% | -9.3% | -3.0% |
| 1Y | +16.7% | +16.2% | +0.6% | +8.8% |
| 3Y | +146.0% | +65.1% | +81.0% | +107.5% |
| 5Y | +33.6% | +33.3% | +0.3% | +17.4% |
| 10Y | -29.4% | +149.7% | -179.1% | -50.3% |
| All | -29.4% | +151.0% | -180.4% | -50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling