-43.4%
CCL vs RGEN
+414.1%
-457.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -4.3% | -2.9% | -1.4% | -3.6% |
| 30D | -19.0% | -0.1% | -18.9% | -19.1% |
| 3M | -13.1% | +25.9% | -39.0% | -18.8% |
| 6M | -13.3% | +35.2% | -48.5% | -20.6% |
| YTD | -25.2% | +0.5% | -25.7% | -26.4% |
| 1Y | -27.2% | +37.0% | -64.2% | -33.9% |
| 3Y | +49.2% | +2.0% | +47.2% | +39.8% |
| 5Y | +0.4% | -44.2% | +44.5% | -0.7% |
| All | -43.4% | +414.1% | -457.5% | -60.9% |
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