+54.1%
CCL vs RGEN
-0.1%
+54.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | -0.1% | -0.9% | +0.7% | +0.1% |
| 30D | -20.0% | +2.8% | -22.8% | -20.9% |
| 3M | -13.7% | +34.5% | -48.1% | -22.3% |
| 6M | -9.0% | +40.5% | -49.5% | -19.6% |
| YTD | -22.8% | +2.8% | -25.7% | -25.1% |
| 1Y | -25.3% | +39.6% | -64.9% | -34.3% |
| 3Y | +54.1% | +4.4% | +49.7% | +44.0% |
| All | +54.1% | -0.1% | +54.1% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling