-42.6%
CCL vs NI
+143.3%
-185.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | -3.2% | 0.0% | -3.3% | -3.3% |
| 30D | -17.8% | -1.4% | -16.4% | -17.2% |
| 3M | -18.7% | -10.6% | -8.1% | -13.6% |
| 6M | -11.4% | -9.3% | -2.1% | -7.0% |
| YTD | -24.3% | +1.1% | -25.5% | -25.4% |
| 1Y | -28.8% | +3.4% | -32.2% | -31.1% |
| 3Y | +49.3% | +67.9% | -18.5% | +7.7% |
| 5Y | +1.6% | +98.0% | -96.3% | -34.6% |
| All | -42.6% | +143.3% | -185.9% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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