+34.0%
CCL vs P
+286.6%
-252.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.4% | -7.7% | -5.4% |
| 7D | -0.3% | +17.8% | -18.2% | -5.2% |
| 30D | +10.3% | -29.9% | +40.2% | +20.9% |
| 3M | +6.6% | -1.2% | +7.7% | +4.1% |
| 6M | +20.0% | +32.1% | -12.1% | +3.8% |
| YTD | -1.9% | +64.3% | -66.2% | -23.4% |
| 1Y | +10.4% | +24.3% | -13.8% | -7.3% |
| 3Y | +134.8% | +203.2% | -68.4% | +12.9% |
| 5Y | +34.0% | +290.4% | -256.4% | -47.0% |
| All | +34.0% | +286.6% | -252.6% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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