+22.8%
CCL vs PINS
-58.9%
+81.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +2.1% |
| 7D | +3.1% | -2.1% | +5.2% | +4.0% |
| 30D | +13.7% | -6.6% | +20.3% | +16.3% |
| 3M | +3.8% | -18.7% | +22.5% | +11.2% |
| 6M | +9.3% | -10.4% | +19.7% | +11.5% |
| YTD | -1.1% | -26.8% | +25.7% | +7.0% |
| 1Y | +14.6% | -27.9% | +42.4% | +24.5% |
| 3Y | +146.4% | -38.7% | +185.1% | +163.9% |
| All | +22.8% | -58.9% | +81.8% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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