+21.9%
CCL vs NXT
+10.5%
+11.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +11.1% | -3.9% | +4.5% |
| 7D | +11.6% | +30.0% | -18.4% | +4.5% |
| 30D | +22.5% | +28.6% | -6.1% | +14.9% |
| 3M | +6.4% | +8.4% | -2.0% | +3.5% |
| 6M | +23.4% | -8.7% | +32.1% | +22.2% |
| YTD | +4.2% | +22.5% | -18.3% | -4.9% |
| 1Y | +21.9% | +6.9% | +15.0% | +14.6% |
| All | +21.9% | +10.5% | +11.4% | +14.6% |
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