-41.0%
CCL vs RL
+304.3%
-345.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.5% |
| 7D | -0.1% | +1.9% | -2.0% | -1.6% |
| 30D | -20.0% | -12.2% | -7.8% | -12.2% |
| 3M | -13.7% | -6.6% | -7.0% | -9.8% |
| 6M | -9.0% | +3.2% | -12.2% | -12.3% |
| YTD | -22.8% | -1.3% | -21.5% | -23.2% |
| 1Y | -25.3% | +13.6% | -38.9% | -33.6% |
| 3Y | +54.1% | +210.9% | -156.8% | -39.8% |
| 5Y | +3.5% | +246.9% | -243.4% | -62.6% |
| 10Y | -41.0% | +310.1% | -351.1% | -80.7% |
| All | -41.0% | +304.3% | -345.4% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling