-28.5%
CCL vs NDAQ
+484.3%
-512.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +3.3% |
| 7D | +3.1% | -0.1% | +3.2% | +3.3% |
| 30D | +17.5% | +15.9% | +1.7% | +6.6% |
| 3M | +6.8% | +15.1% | -8.3% | -3.2% |
| 6M | +18.7% | +22.9% | -4.2% | +2.0% |
| YTD | +3.0% | +12.8% | -9.8% | -7.1% |
| 1Y | +17.7% | +26.0% | -8.3% | -1.8% |
| 3Y | +155.6% | +119.7% | +35.9% | +45.2% |
| 5Y | +30.2% | +65.4% | -35.2% | -12.2% |
| 10Y | -28.5% | +469.3% | -497.8% | -76.1% |
| All | -28.5% | +484.3% | -512.8% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling