+73.4%
CCL vs RKT
-7.0%
+80.4%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.4% |
| 7D | -5.0% | +2.1% | -7.2% | -5.6% |
| 30D | -20.3% | +1.4% | -21.8% | -20.8% |
| 3M | -15.1% | +6.3% | -21.4% | -16.9% |
| 6M | -15.1% | -15.5% | +0.3% | -12.0% |
| YTD | -21.8% | -27.4% | +5.6% | -16.4% |
| 1Y | -24.8% | -26.6% | +1.8% | -20.4% |
| 3Y | +51.9% | +41.2% | +10.6% | +28.1% |
| 5Y | +4.0% | -6.4% | +10.5% | -12.6% |
| All | +73.4% | -7.0% | +80.4% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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