+22.8%
CCL vs KEY
+11.7%
+11.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +3.1% | -1.3% | +4.4% | +4.2% |
| 30D | +13.7% | +5.1% | +8.5% | +10.1% |
| 3M | +3.8% | -7.1% | +10.9% | +8.9% |
| 6M | +9.3% | -4.4% | +13.6% | +12.5% |
| YTD | -1.1% | +4.0% | -5.1% | -3.1% |
| 1Y | +14.6% | +23.4% | -8.9% | +0.5% |
| 3Y | +146.4% | +113.9% | +32.5% | +55.1% |
| All | +22.8% | +11.7% | +11.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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