+807.8%
CCL vs PEG
+2,907.1%
-2,099.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | -5.0% | +0.7% | -5.7% | -5.4% |
| 30D | -20.3% | -2.4% | -17.9% | -19.4% |
| 3M | -15.1% | -4.8% | -10.4% | -13.2% |
| 6M | -15.1% | -10.7% | -4.4% | -10.5% |
| YTD | -21.8% | -6.7% | -15.1% | -19.5% |
| 1Y | -24.8% | -6.8% | -17.9% | -22.8% |
| 3Y | +51.9% | +34.5% | +17.4% | +28.7% |
| 5Y | +4.0% | +35.8% | -31.7% | -12.6% |
| 10Y | -42.2% | +141.7% | -184.0% | -61.3% |
| All | +807.8% | +2,907.1% | -2,099.3% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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