-29.4%
CCL vs PODD
+314.4%
-343.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | -1.5% | -9.1% | +7.5% | +1.1% |
| 30D | +16.5% | +7.3% | +9.1% | +14.1% |
| 3M | +11.2% | +3.7% | +7.5% | +9.7% |
| 6M | +22.6% | -2.7% | +25.3% | +21.3% |
| YTD | +2.6% | -47.2% | +49.8% | +20.9% |
| 1Y | +17.0% | -54.0% | +71.0% | +43.2% |
| 3Y | +145.5% | -3.3% | +148.8% | +135.5% |
| 5Y | +36.1% | -52.3% | +88.4% | +53.2% |
| 10Y | -29.4% | +322.4% | -351.8% | -47.3% |
| All | -29.4% | +314.4% | -343.9% | -47.3% |
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