+145.1%
CCL vs S
+34.5%
+110.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.5% |
| 7D | +2.6% | -13.4% | +16.0% | +7.0% |
| 30D | +13.1% | -14.0% | +27.1% | +17.8% |
| 3M | +3.3% | +4.9% | -1.6% | -0.5% |
| 6M | +8.7% | +42.0% | -33.3% | -7.0% |
| YTD | -1.6% | +45.1% | -46.7% | -18.0% |
| 1Y | +14.0% | +33.1% | -19.1% | -2.4% |
| 3Y | +145.1% | +40.6% | +104.5% | +83.8% |
| All | +145.1% | +34.5% | +110.7% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling