+146.4%
CCL vs NXT
+181.6%
-35.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.9% | -0.5% |
| 7D | +3.1% | +32.2% | -29.1% | -2.1% |
| 30D | +13.7% | +21.9% | -8.2% | +9.4% |
| 3M | +3.8% | +6.6% | -2.8% | +2.0% |
| 6M | +9.3% | -16.8% | +26.1% | +10.8% |
| YTD | -1.1% | +20.4% | -21.5% | -6.1% |
| 1Y | +14.6% | -1.5% | +16.1% | +11.8% |
| 3Y | +146.4% | +182.4% | -36.0% | +90.8% |
| All | +146.4% | +181.6% | -35.2% | +90.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling