+1,047.9%
CCL vs GEN
+8,588.0%
-7,540.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.0% |
| 7D | +3.1% | +2.3% | +0.9% | +2.8% |
| 30D | +13.7% | +33.1% | -19.4% | +7.8% |
| 3M | +3.8% | +6.5% | -2.7% | +2.0% |
| 6M | +9.3% | +53.8% | -44.5% | 0.0% |
| YTD | -1.1% | +11.2% | -12.3% | -4.2% |
| 1Y | +14.6% | +19.4% | -4.8% | +9.5% |
| 3Y | +146.4% | +81.0% | +65.4% | +119.2% |
| 5Y | +21.9% | +33.4% | -11.6% | +13.8% |
| 10Y | -29.4% | +164.3% | -193.7% | -43.3% |
| All | +1,047.9% | +8,588.0% | -7,540.1% | +283.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling