+21.9%
CCL vs ITUB
+9.0%
+12.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +6.2% |
| 7D | +11.6% | -1.6% | +13.2% | +12.2% |
| 30D | +22.5% | -26.6% | +49.1% | +33.6% |
| 3M | +6.4% | -11.1% | +17.5% | +4.3% |
| 6M | +23.4% | -13.1% | +36.5% | +21.8% |
| YTD | +4.2% | +3.9% | +0.3% | +0.4% |
| 1Y | +21.9% | +9.8% | +12.1% | +15.0% |
| All | +21.9% | +9.0% | +12.9% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling