+109.2%
CCL vs IBN
+1,772.2%
-1,663.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.5% | +11.1% | -12.7% | -5.0% |
| 30D | +16.5% | +23.9% | -7.4% | +8.6% |
| 3M | +11.2% | +16.3% | -5.1% | +5.8% |
| 6M | +22.6% | +34.2% | -11.6% | +11.5% |
| YTD | +2.6% | +17.6% | -15.0% | -2.1% |
| 1Y | +17.0% | +13.8% | +3.1% | +12.7% |
| 3Y | +145.5% | +57.0% | +88.5% | +113.1% |
| 5Y | +36.1% | +75.3% | -39.2% | +15.9% |
| 10Y | -29.4% | +388.7% | -418.1% | -54.5% |
| All | +109.2% | +1,772.2% | -1,663.0% | -20.4% |
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