+21.9%
CCL vs S
+36.5%
-14.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.6% | +7.1% |
| 7D | +11.6% | -8.2% | +19.8% | +12.6% |
| 30D | +22.5% | -7.6% | +30.2% | +23.4% |
| 3M | +6.4% | +12.0% | -5.6% | +4.4% |
| 6M | +23.4% | +50.6% | -27.2% | +15.3% |
| YTD | +4.2% | +56.6% | -52.4% | -4.6% |
| 1Y | +21.9% | +39.2% | -17.4% | +13.3% |
| All | +21.9% | +36.5% | -14.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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