+807.8%
CCL vs GEN
+8,838.8%
-8,031.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.5% |
| 7D | -5.0% | -1.2% | -3.9% | -4.8% |
| 30D | -20.3% | +10.1% | -30.5% | -21.8% |
| 3M | -15.1% | +16.1% | -31.2% | -17.5% |
| 6M | -15.1% | +38.9% | -54.0% | -20.5% |
| YTD | -21.8% | +14.4% | -36.2% | -24.2% |
| 1Y | -24.8% | +5.9% | -30.7% | -26.1% |
| 3Y | +51.9% | +58.8% | -6.9% | +38.9% |
| 5Y | +4.0% | +24.7% | -20.6% | -1.3% |
| 10Y | -42.2% | +163.1% | -205.3% | -53.3% |
| All | +807.8% | +8,838.8% | -8,031.1% | +203.6% |
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 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