+807.8%
CCL vs OXY
+1,363.1%
-555.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.5% |
| 7D | -5.0% | +1.6% | -6.6% | -5.7% |
| 30D | -20.3% | +11.6% | -31.9% | -23.9% |
| 3M | -15.1% | +2.8% | -17.9% | -17.3% |
| 6M | -15.1% | +13.0% | -28.2% | -22.3% |
| YTD | -21.8% | +47.4% | -69.2% | -36.1% |
| 1Y | -24.8% | +31.5% | -56.3% | -36.1% |
| 3Y | +51.9% | -1.9% | +53.8% | +40.8% |
| 5Y | +4.0% | +148.0% | -143.9% | -37.8% |
| 10Y | -42.2% | +2.3% | -44.5% | -61.0% |
| All | +807.8% | +1,363.1% | -555.3% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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