+22.2%
CCL vs PDD
-1.2%
+23.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +2.6% | +5.6% | -3.0% | +1.5% |
| 30D | +13.1% | +5.8% | +7.3% | +11.9% |
| 3M | +3.3% | -8.6% | +11.9% | +4.9% |
| 6M | +8.7% | -18.8% | +27.6% | +12.5% |
| YTD | -1.6% | -26.8% | +25.2% | +4.0% |
| 1Y | +14.0% | -39.3% | +53.3% | +24.5% |
| 3Y | +145.1% | -22.5% | +167.6% | +140.5% |
| All | +22.2% | -1.2% | +23.5% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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