+807.8%
CCL vs NI
+5,092.7%
-4,284.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.4% |
| 7D | -5.0% | +2.0% | -7.1% | -6.0% |
| 30D | -20.3% | -3.5% | -16.8% | -19.1% |
| 3M | -15.1% | -9.1% | -6.0% | -11.5% |
| 6M | -15.1% | -11.8% | -3.3% | -10.3% |
| YTD | -21.8% | +1.1% | -22.9% | -22.6% |
| 1Y | -24.8% | +6.7% | -31.5% | -27.7% |
| 3Y | +51.9% | +71.1% | -19.2% | +15.8% |
| 5Y | +4.0% | +94.3% | -90.3% | -25.7% |
| 10Y | -42.2% | +135.8% | -178.0% | -62.1% |
| All | +807.8% | +5,092.7% | -4,284.9% | +39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling