+145.2%
CCL vs PL
+403.1%
-257.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -10.1% | +4.6% | -4.3% |
| 7D | +2.6% | -20.5% | +23.1% | +5.3% |
| 30D | +11.3% | -38.8% | +50.1% | +17.9% |
| 3M | +0.3% | -49.1% | +49.4% | +8.4% |
| 6M | +16.1% | -69.4% | +85.5% | +31.5% |
| YTD | -1.6% | -42.3% | +40.8% | -1.0% |
| 1Y | +11.8% | -14.2% | +26.0% | +4.8% |
| All | +145.2% | +403.1% | -257.9% | +58.0% |
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