-0.9%
CCL vs INDA
+5.9%
-6.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.9% |
| 7D | -4.4% | -2.6% | -1.8% | -0.6% |
| 30D | -18.2% | -2.9% | -15.3% | -14.5% |
| 3M | -17.7% | +2.4% | -20.1% | -20.1% |
| 6M | -13.0% | -2.6% | -10.4% | -8.3% |
| YTD | -24.5% | -10.0% | -14.5% | -11.0% |
| 1Y | -26.9% | -7.7% | -19.3% | -17.0% |
| 3Y | +50.8% | +8.9% | +41.9% | +26.6% |
| 5Y | -0.9% | +6.0% | -6.9% | -12.6% |
| All | -0.9% | +5.9% | -6.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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