+172.3%
CCL vs NXT
+229.3%
-57.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.8% | +4.6% | +0.8% |
| 7D | +5.8% | +4.0% | +1.9% | +5.0% |
| 30D | +17.3% | +15.9% | +1.3% | +13.4% |
| 3M | +11.3% | -3.0% | +14.3% | +11.3% |
| 6M | +18.5% | -20.7% | +39.2% | +21.6% |
| YTD | +2.8% | +14.6% | -11.8% | -2.7% |
| 1Y | +16.7% | -7.1% | +23.8% | +14.7% |
| 3Y | +146.0% | +189.4% | -43.4% | +73.9% |
| All | +172.3% | +229.3% | -57.1% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling