+146.0%
CCL vs IBN
+57.6%
+88.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -1.1% |
| 7D | +5.8% | +15.8% | -10.0% | -4.7% |
| 30D | +17.3% | +25.1% | -7.8% | -0.3% |
| 3M | +11.3% | +16.0% | -4.6% | -0.1% |
| 6M | +18.5% | +32.8% | -14.3% | -3.7% |
| YTD | +2.8% | +18.0% | -15.2% | -9.5% |
| 1Y | +16.7% | +15.9% | +0.9% | +3.7% |
| 3Y | +146.0% | +57.6% | +88.4% | +91.8% |
| All | +146.0% | +57.6% | +88.4% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling