+59.5%
CCL vs IBN
+1,532.9%
-1,473.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | -5.0% | +1.4% | -6.5% | -5.5% |
| 30D | -20.3% | -0.3% | -20.0% | -20.3% |
| 3M | -15.1% | +17.1% | -32.3% | -19.3% |
| 6M | -15.1% | +3.4% | -18.5% | -15.6% |
| YTD | -21.8% | +2.5% | -24.3% | -21.9% |
| 1Y | -24.8% | -4.2% | -20.6% | -23.4% |
| 3Y | +51.9% | +32.4% | +19.5% | +39.5% |
| 5Y | +4.0% | +59.2% | -55.1% | -8.7% |
| 10Y | -42.2% | +345.7% | -387.9% | -61.6% |
| All | +59.5% | +1,532.9% | -1,473.4% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling