+32.9%
CCL vs ROIV
+298.6%
-265.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | -1.5% | +9.5% | -11.0% | -3.5% |
| 30D | +16.5% | +21.0% | -4.5% | +11.7% |
| 3M | +11.2% | +18.7% | -7.5% | +6.3% |
| 6M | +22.6% | +44.5% | -21.9% | +11.7% |
| YTD | +2.6% | +92.9% | -90.3% | -12.5% |
| 1Y | +17.0% | +100.2% | -83.3% | -1.1% |
| 3Y | +145.5% | +375.0% | -229.5% | +72.5% |
| 5Y | +36.1% | +435.2% | -399.1% | -19.4% |
| All | +32.9% | +298.6% | -265.6% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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