-41.7%
CCL vs GEN
+150.6%
-192.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -4.4% | -2.9% | -1.5% | -3.5% |
| 30D | -18.2% | +2.1% | -20.3% | -18.9% |
| 3M | -17.7% | +19.7% | -37.4% | -22.5% |
| 6M | -13.0% | +33.3% | -46.3% | -21.6% |
| YTD | -24.5% | +11.1% | -35.6% | -28.0% |
| 1Y | -26.9% | +3.0% | -29.9% | -28.5% |
| 3Y | +50.8% | +57.9% | -7.1% | +29.8% |
| 5Y | -0.9% | +20.6% | -21.5% | -10.4% |
| 10Y | -41.7% | +153.2% | -194.9% | -58.3% |
| All | -41.7% | +150.6% | -192.3% | -58.3% |
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