+21.9%
CCL vs GWW
+55.5%
-33.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.5% | +0.7% | +3.3% |
| 7D | +11.6% | +11.1% | +0.5% | +4.9% |
| 30D | +22.5% | +15.7% | +6.8% | +12.5% |
| 3M | +6.4% | +14.8% | -8.4% | -2.1% |
| 6M | +23.4% | +30.9% | -7.5% | +0.4% |
| YTD | +4.2% | +48.5% | -44.3% | -26.7% |
| 1Y | +21.9% | +57.1% | -35.2% | -20.7% |
| All | +21.9% | +55.5% | -33.6% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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