+17.0%
CCL vs QLD
+9.9%
+7.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +0.7% |
| 7D | +3.1% | -1.4% | +4.5% | +3.5% |
| 30D | +17.5% | -19.6% | +37.1% | +30.5% |
| 3M | +6.8% | -14.1% | +21.0% | +14.3% |
| 6M | +18.7% | -13.6% | +32.3% | +23.9% |
| YTD | +3.0% | +12.5% | -9.5% | -14.5% |
| All | +17.0% | +9.9% | +7.1% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling