+37.8%
CCL vs PWR
+8,583.6%
-8,545.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -5.0% | +3.6% | -8.7% | -6.0% |
| 30D | -20.3% | -8.6% | -11.8% | -18.5% |
| 3M | -15.1% | -13.2% | -2.0% | -12.7% |
| 6M | -15.1% | +9.9% | -25.0% | -18.4% |
| YTD | -21.8% | +48.0% | -69.8% | -31.0% |
| 1Y | -24.8% | +66.2% | -91.0% | -35.9% |
| 3Y | +51.9% | +195.1% | -143.2% | +9.8% |
| 5Y | +4.0% | +442.6% | -438.5% | -35.3% |
| 10Y | -42.2% | +2,334.2% | -2,376.5% | -73.9% |
| All | +37.8% | +8,583.6% | -8,545.8% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 all: compounded portfolio wealth divided by compounded PWR 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…
all analysis · Full analysis span regression · 6 months rolling