+38.0%
CCL vs NDAQ
+2,327.9%
-2,289.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | -5.0% | -2.4% | -2.6% | -4.2% |
| 30D | -20.3% | +2.5% | -22.8% | -21.2% |
| 3M | -15.1% | +9.9% | -25.1% | -18.4% |
| 6M | -15.1% | +9.4% | -24.5% | -18.4% |
| YTD | -21.8% | +0.4% | -22.2% | -22.6% |
| 1Y | -24.8% | +4.0% | -28.8% | -26.6% |
| 3Y | +51.9% | +94.4% | -42.5% | +18.1% |
| 5Y | +4.0% | +56.7% | -52.7% | -12.3% |
| 10Y | -42.2% | +375.3% | -417.5% | -66.3% |
| All | +38.0% | +2,327.9% | -2,289.9% | -40.4% |
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