+1,109.3%
CCL vs IP
+345.0%
+764.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.5% |
| 7D | +11.6% | +3.4% | +8.2% | +9.8% |
| 30D | +22.5% | +11.2% | +11.3% | +16.2% |
| 3M | +6.4% | -14.8% | +21.2% | +14.6% |
| 6M | +23.4% | +17.3% | +6.1% | +13.2% |
| YTD | +4.2% | -6.2% | +10.4% | +5.2% |
| 1Y | +21.9% | +2.3% | +19.5% | +17.7% |
| 3Y | +153.6% | +17.7% | +135.9% | +119.7% |
| 5Y | +39.1% | -8.4% | +47.5% | +38.3% |
| 10Y | -25.7% | +32.1% | -57.7% | -36.2% |
| All | +1,109.3% | +345.0% | +764.4% | +310.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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