+74.5%
CCL vs NDAQ
+2,593.6%
-2,519.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +3.1% | +0.8% | +2.3% | +2.9% |
| 30D | +13.7% | +16.5% | -2.8% | +7.3% |
| 3M | +3.8% | +13.5% | -9.7% | -1.3% |
| 6M | +9.3% | +20.9% | -11.7% | +1.0% |
| YTD | -1.1% | +11.4% | -12.5% | -6.0% |
| 1Y | +14.6% | +25.9% | -11.4% | +3.9% |
| 3Y | +146.4% | +119.9% | +26.5% | +82.7% |
| 5Y | +21.9% | +61.7% | -39.9% | +1.3% |
| 10Y | -29.4% | +481.6% | -511.0% | -61.7% |
| All | +74.5% | +2,593.6% | -2,519.0% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling