-41.7%
CCL vs NDAQ
+374.8%
-416.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.6% |
| 7D | -4.4% | -1.6% | -2.8% | -3.5% |
| 30D | -18.2% | -1.5% | -16.7% | -17.5% |
| 3M | -17.7% | +8.0% | -25.8% | -22.5% |
| 6M | -13.0% | +7.7% | -20.7% | -18.3% |
| YTD | -24.5% | -2.3% | -22.1% | -24.8% |
| 1Y | -26.9% | +0.6% | -27.5% | -28.9% |
| 3Y | +50.8% | +90.9% | -40.2% | -5.5% |
| 5Y | -0.9% | +52.5% | -53.4% | -29.1% |
| 10Y | -41.7% | +380.3% | -421.9% | -77.9% |
| All | -41.7% | +374.8% | -416.4% | -77.9% |
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