-43.4%
CCL vs PODD
+229.6%
-273.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.4% |
| 7D | -4.3% | -10.6% | +6.3% | -1.3% |
| 30D | -19.0% | -6.9% | -12.0% | -17.5% |
| 3M | -13.1% | -10.6% | -2.5% | -11.6% |
| 6M | -13.3% | -43.5% | +30.2% | -0.2% |
| YTD | -25.2% | -52.6% | +27.4% | -9.6% |
| 1Y | -27.2% | -60.1% | +32.9% | -7.8% |
| 3Y | +49.2% | -21.7% | +70.9% | +51.6% |
| 5Y | +0.4% | -54.6% | +54.9% | +14.5% |
| All | -43.4% | +229.6% | -273.0% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling