+17.0%
CCL vs SE
-49.0%
+66.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.2% | +3.4% |
| 7D | +3.1% | +3.3% | -0.2% | +2.4% |
| 30D | +17.5% | -18.2% | +35.7% | +22.7% |
| 3M | +6.8% | -31.3% | +38.1% | +15.7% |
| 6M | +18.7% | -10.1% | +28.8% | +19.1% |
| YTD | +3.0% | -38.9% | +41.9% | +8.3% |
| All | +17.0% | -49.0% | +66.0% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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