-0.9%
CCL vs PSX
+370.3%
-371.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.4% |
| 7D | -4.4% | +1.8% | -6.2% | -5.0% |
| 30D | -18.2% | +21.6% | -39.8% | -23.6% |
| 3M | -17.7% | +46.5% | -64.2% | -28.5% |
| 6M | -13.0% | +62.0% | -75.0% | -28.7% |
| YTD | -24.5% | +106.3% | -130.8% | -45.0% |
| 1Y | -26.9% | +103.0% | -129.9% | -46.5% |
| 3Y | +50.8% | +135.5% | -84.8% | -1.7% |
| 5Y | -0.9% | +368.5% | -369.4% | -58.2% |
| All | -0.9% | +370.3% | -371.3% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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