+54.1%
CCL vs O
+30.3%
+23.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -0.1% | -0.6% | +0.4% | +0.1% |
| 30D | -20.0% | -2.0% | -18.0% | -19.4% |
| 3M | -13.7% | +3.0% | -16.7% | -14.7% |
| 6M | -9.0% | -3.6% | -5.4% | -7.9% |
| YTD | -22.8% | +12.1% | -34.9% | -26.2% |
| 1Y | -25.3% | +8.9% | -34.2% | -27.8% |
| 3Y | +54.1% | +30.3% | +23.7% | +29.4% |
| All | +54.1% | +30.3% | +23.8% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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