+1,093.0%
CCL vs KGC
+218.7%
+874.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.8% | +5.5% | -0.1% |
| 7D | +5.8% | +8.0% | -2.2% | +5.7% |
| 30D | +17.3% | -9.3% | +26.6% | +17.5% |
| 3M | +11.3% | -21.3% | +32.7% | +11.8% |
| 6M | +18.5% | -31.5% | +49.9% | +19.2% |
| YTD | +2.8% | -23.2% | +26.0% | +3.2% |
| 1Y | +16.7% | -15.0% | +31.8% | +17.0% |
| 3Y | +146.0% | +328.7% | -182.7% | +140.8% |
| 5Y | +33.6% | +262.9% | -229.2% | +30.5% |
| 10Y | -29.4% | +568.9% | -598.3% | -31.5% |
| All | +1,093.0% | +218.7% | +874.2% | +1,172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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