+33.6%
CCL vs PSA
+29.1%
+4.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +0.2% |
| 7D | +5.8% | +0.8% | +5.0% | +5.4% |
| 30D | +17.3% | +15.9% | +1.4% | +7.7% |
| 3M | +11.3% | +4.2% | +7.1% | +8.8% |
| 6M | +18.5% | +10.1% | +8.3% | +11.9% |
| YTD | +2.8% | +33.3% | -30.5% | -12.8% |
| 1Y | +16.7% | +28.2% | -11.5% | +1.2% |
| 3Y | +146.0% | +54.9% | +91.2% | +82.8% |
| 5Y | +33.6% | +28.3% | +5.3% | -15.4% |
| All | +33.6% | +29.1% | +4.5% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling