-34.0%
CCL vs NDAQ
+471.8%
-505.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -1.2% | +1.3% | -2.4% | -2.0% |
| 30D | +13.1% | +18.0% | -4.8% | +1.4% |
| 3M | +3.4% | +11.5% | -8.2% | -4.3% |
| 6M | +18.7% | +21.1% | -2.4% | +3.0% |
| YTD | -2.3% | +12.8% | -15.1% | -11.8% |
| 1Y | +14.2% | +25.7% | -11.5% | -4.7% |
| 3Y | +133.6% | +116.8% | +16.8% | +33.6% |
| 5Y | +33.5% | +67.3% | -33.8% | -10.6% |
| All | -34.0% | +471.8% | -505.8% | -79.3% |
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