-29.4%
CCL vs RGEN
+457.6%
-487.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.5% |
| 7D | +5.8% | -2.4% | +8.2% | +6.5% |
| 30D | +17.3% | +0.1% | +17.2% | +17.0% |
| 3M | +11.3% | +6.6% | +4.7% | +8.5% |
| 6M | +18.5% | +40.9% | -22.5% | +6.4% |
| YTD | +2.8% | +6.2% | -3.4% | -0.9% |
| 1Y | +16.7% | +19.4% | -2.7% | +9.2% |
| 3Y | +146.0% | +17.9% | +128.1% | +122.0% |
| 5Y | +33.6% | -34.0% | +67.7% | +28.0% |
| 10Y | -29.4% | +453.9% | -483.3% | -54.5% |
| All | -29.4% | +457.6% | -487.1% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling