-24.8%
CCL vs NXT
+26.2%
-51.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | -5.0% | -1.1% | -3.9% | -4.8% |
| 30D | -20.3% | -15.3% | -5.0% | -17.6% |
| 3M | -15.1% | -43.8% | +28.6% | -4.9% |
| 6M | -15.1% | -18.7% | +3.5% | -13.3% |
| YTD | -21.8% | -3.0% | -18.8% | -22.6% |
| 1Y | -24.8% | +22.7% | -47.5% | -24.3% |
| All | -24.8% | +26.2% | -51.0% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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