+146.4%
CCL vs NDAQ
+122.6%
+23.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | +3.1% | +0.8% | +2.3% | +2.8% |
| 30D | +13.7% | +16.5% | -2.8% | +3.8% |
| 3M | +3.8% | +13.5% | -9.7% | -4.1% |
| 6M | +9.3% | +20.9% | -11.7% | -3.8% |
| YTD | -1.1% | +11.4% | -12.5% | -8.3% |
| 1Y | +14.6% | +25.9% | -11.4% | -4.1% |
| 3Y | +146.4% | +119.9% | +26.5% | +31.8% |
| All | +146.4% | +122.6% | +23.8% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling