+54.1%
CCL vs PODD
-20.7%
+74.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.4% |
| 7D | -0.1% | -4.1% | +4.0% | +1.0% |
| 30D | -20.0% | +0.8% | -20.8% | -20.3% |
| 3M | -13.7% | -6.1% | -7.6% | -13.4% |
| 6M | -9.0% | -40.0% | +31.0% | +4.5% |
| YTD | -22.8% | -49.9% | +27.1% | -6.1% |
| 1Y | -25.3% | -59.3% | +34.0% | -3.0% |
| 3Y | +54.1% | -17.2% | +71.3% | +60.0% |
| All | +54.1% | -20.7% | +74.8% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling