+55.4%
CCL vs PL
+454.1%
-398.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -5.0% | -9.3% | +4.3% | -3.9% |
| 30D | -20.3% | -18.9% | -1.4% | -18.2% |
| 3M | -15.1% | -58.4% | +43.2% | -6.1% |
| 6M | -15.1% | -30.3% | +15.2% | -14.4% |
| YTD | -21.8% | -8.1% | -13.7% | -25.6% |
| 1Y | -24.8% | +180.5% | -205.3% | -42.5% |
| All | +55.4% | +454.1% | -398.7% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling