+14.6%
CCL vs ROIV
+93.5%
-78.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | -1.3% |
| 7D | +3.1% | +5.3% | -2.2% | +1.6% |
| 30D | +13.7% | +11.9% | +1.8% | +10.1% |
| 3M | +3.8% | +10.7% | -6.9% | -0.4% |
| 6M | +9.3% | +34.9% | -25.6% | -4.6% |
| YTD | -1.1% | +79.2% | -80.3% | -22.2% |
| 1Y | +14.6% | +89.0% | -74.5% | -12.8% |
| All | +14.6% | +93.5% | -78.9% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling