+3.5%
CCL vs IBN
+56.7%
-53.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | +0.8% |
| 7D | -0.1% | -2.2% | +2.1% | +1.7% |
| 30D | -20.0% | -2.3% | -17.7% | -18.5% |
| 3M | -13.7% | +15.9% | -29.5% | -24.0% |
| 6M | -9.0% | +5.6% | -14.6% | -12.9% |
| YTD | -22.8% | -0.1% | -22.7% | -22.5% |
| 1Y | -25.3% | -6.5% | -18.8% | -21.5% |
| 3Y | +54.1% | +29.3% | +24.8% | +19.1% |
| 5Y | +3.5% | +56.6% | -53.1% | -34.5% |
| All | +3.5% | +56.7% | -53.2% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling