+0.4%
CCL vs NI
+94.6%
-94.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -4.3% | -0.6% | -3.7% | -4.0% |
| 30D | -19.0% | -1.4% | -17.6% | -18.5% |
| 3M | -13.1% | -10.6% | -2.5% | -8.4% |
| 6M | -13.3% | -9.9% | -3.4% | -9.2% |
| YTD | -25.2% | +1.2% | -26.4% | -26.3% |
| 1Y | -27.2% | +4.4% | -31.6% | -29.7% |
| 3Y | +49.2% | +68.6% | -19.4% | +11.6% |
| 5Y | +0.4% | +98.0% | -97.6% | -33.5% |
| All | +0.4% | +94.6% | -94.2% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling