+357.9%
CCL vs O
+5,241.4%
-4,883.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.9% |
| 7D | +3.1% | +3.7% | -0.6% | +1.1% |
| 30D | +13.7% | +11.2% | +2.5% | +7.1% |
| 3M | +3.8% | -4.0% | +7.8% | +6.1% |
| 6M | +9.3% | -5.2% | +14.5% | +12.2% |
| YTD | -1.1% | +9.5% | -10.6% | -6.7% |
| 1Y | +14.6% | +10.6% | +4.0% | +7.4% |
| 3Y | +146.4% | +38.1% | +108.3% | +100.7% |
| 5Y | +21.9% | +10.2% | +11.6% | +13.4% |
| 10Y | -29.4% | +71.4% | -100.9% | -44.9% |
| All | +357.9% | +5,241.4% | -4,883.4% | +10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling