-28.8%
CCL vs NI
+4.4%
-33.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | -3.2% | 0.0% | -3.3% | -3.2% |
| 30D | -17.8% | -1.4% | -16.4% | -17.5% |
| 3M | -18.7% | -10.6% | -8.1% | -16.8% |
| 6M | -11.4% | -9.3% | -2.1% | -9.6% |
| YTD | -24.3% | +1.1% | -25.5% | -22.5% |
| 1Y | -28.8% | +3.4% | -32.2% | -27.6% |
| All | -28.8% | +4.4% | -33.2% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling