-27.2%
CCL vs KMI
+20.9%
-48.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -1.4% |
| 7D | -4.3% | -2.1% | -2.2% | -4.8% |
| 30D | -19.0% | -1.7% | -17.3% | -19.1% |
| 3M | -13.1% | -1.9% | -11.2% | -13.2% |
| 6M | -13.3% | -4.3% | -8.9% | -14.3% |
| YTD | -25.2% | +15.8% | -41.0% | -28.3% |
| 1Y | -27.2% | +17.6% | -44.8% | -31.1% |
| All | -27.2% | +20.9% | -48.1% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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