+21.9%
CCL vs SMTC
+70.8%
-49.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -12.9% | +20.2% | +8.5% |
| 7D | +11.6% | -24.5% | +36.1% | +14.8% |
| 30D | +22.5% | -42.5% | +65.0% | +30.1% |
| 3M | +6.4% | -14.1% | +20.5% | +6.1% |
| 6M | +23.4% | +3.6% | +19.8% | +13.3% |
| YTD | +4.2% | +50.6% | -46.4% | -14.1% |
| 1Y | +21.9% | +72.2% | -50.4% | +0.2% |
| All | +21.9% | +70.8% | -49.0% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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