+104.4%
CCL vs NXT
+181.9%
-77.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.5% |
| 7D | -0.1% | +2.9% | -3.0% | -0.7% |
| 30D | -20.0% | -17.2% | -2.7% | -17.0% |
| 3M | -13.7% | -32.0% | +18.3% | -7.5% |
| 6M | -9.0% | -15.8% | +6.7% | -7.6% |
| YTD | -22.8% | -1.9% | -20.9% | -24.3% |
| 1Y | -25.3% | +22.5% | -47.8% | -30.3% |
| 3Y | +54.1% | +100.5% | -46.5% | +20.7% |
| All | +104.4% | +181.9% | -77.5% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling